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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 | $93,588 | $150,435-37.8% | $120,580-22.4% | $145,897-35.9% |
| Participation rate | 64.3% | 78.8%-14.5pp | 72.0%-7.7pp | 80.3%-16.0pp |
| Annual return | 16.13% | 154.60%-138.5pp | 107.48%-91.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,088 | $6,174-17.6% | $4,995+1.9% | $6,689-23.9% |
| Admin fee / account holder | $245 | $12,182-98.0% | $9,418-97.4% | $13,390-98.2% |