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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 | $102,596 | $134,817-23.9% | $123,973-17.2% | $155,188-33.9% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.7%-22.8pp | 80.8%-27.0pp |
| Annual return | 13.79% | 515.49%-501.7pp | 388.13%-374.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,478 | $5,706-39.0% | $5,247-33.7% | $6,531-46.7% |
| Admin fee / account holder | $17 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |