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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 | $42,999 | $149,040-71.1% | $120,225-64.2% | $137,256-68.7% |
| Participation rate | 54.2% | 75.4%-21.3pp | 69.6%-15.4pp | 80.0%-25.8pp |
| Annual return | 18.69% | 605.68%-587.0pp | 439.23%-420.5pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,289 | $4,655-72.3% | $3,999-67.8% | $6,407-79.9% |
| Admin fee / account holder | $55 | $6,348-99.1% | $5,696-99.0% | $12,270-99.6% |