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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,590 | $160,040-38.4% | $147,096-33.0% | $145,877-32.4% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 21.31% | 98.49%-77.2pp | 419.75%-398.4pp | 551.28%-530.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,060 | $8,429-63.7% | $8,071-62.1% | $6,691-54.3% |
| Admin fee / account holder | $30 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |