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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 | $18,646 | $129,737-85.6% | $119,126-84.3% | $154,746-88.0% |
| Participation rate | 52.2% | 78.9%-26.7pp | 75.8%-23.6pp | 80.7%-28.5pp |
| Annual return | 20.13% | 379.08%-358.9pp | 282.11%-262.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,614 | $5,842-55.3% | $5,318-50.9% | $6,730-61.2% |
| Admin fee / account holder | $158 | $11,961-98.7% | $10,693-98.5% | $14,365-98.9% |