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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 | $56,544 | $70,366-19.6% | $66,674-15.2% | $138,895-59.3% |
| Participation rate | 27.3% | 76.2%-48.9pp | 73.7%-46.4pp | 79.9%-52.6pp |
| Annual return | 16.57% | 386.41%-369.8pp | 321.24%-304.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $655 | $4,374-85.0% | $4,084-84.0% | $6,396-89.8% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |