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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 | $107,727 | $149,040-27.7% | $120,225-10.4% | $137,256-21.5% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.85% | 605.68%-588.8pp | 439.23%-422.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,927 | $4,655+242.2% | $3,999+298.3% | $6,407+148.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |