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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 | $69,259 | $81,643-15.2% | $70,462-1.7% | $158,950-56.4% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 17.30% | 208.51%-191.2pp | 109.08%-91.8pp | 302.91%-285.6pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,296 | $4,555-49.6% | $3,710-38.1% | $5,983-61.6% |
| Admin fee / account holder | $15 | $6,194-99.8% | $3,845-99.6% | $11,248-99.9% |