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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 | $140,073 | $107,944+29.8% | $91,994+52.3% | $152,885-8.4% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.5%-42.5pp |
| Annual return | 23.58% | 89.26%-65.7pp | 69.03%-45.4pp | 345.39%-321.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,148 | $6,365-19.1% | $5,923-13.1% | $5,851-12.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |