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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 | $77,890 | $160,028-51.3% | $147,080-47.0% | $145,884-46.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.76% | 98.60%-75.8pp | 420.17%-397.4pp | 551.85%-529.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,830 | $8,422-42.7% | $8,066-40.1% | $6,690-27.8% |
| Admin fee / account holder | $30 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |