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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 | $154,754-53.7% | $124,206-42.3% | $138,895-48.4% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.6%-12.4pp | 79.9%-22.8pp |
| Annual return | 16.34% | 709.28%-692.9pp | 515.27%-498.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,515 | $4,621+127.5% | $3,968+165.0% | $6,396+64.4% |
| Admin fee / account holder | $10 | $6,690-99.9% | $5,929-99.8% | $12,562-99.9% |