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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 | $71,638 | $162,529-55.9% | $130,788-45.2% | $154,746-53.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 16.34% | 510.48%-494.1pp | 386.44%-370.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,515 | $4,808+118.7% | $4,137+154.2% | $6,730+56.2% |
| Admin fee / account holder | $10 | $7,669-99.9% | $6,673-99.9% | $14,365-99.9% |