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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 | $74,241 | $144,130-48.5% | $117,860-37.0% | $147,585-49.7% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 22.03% | 531.20%-509.2pp | 335.10%-313.1pp | 578.58%-556.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,438 | $5,316+2.3% | $4,482+21.3% | $5,4390% |
| Admin fee / account holder | $212 | $10,887-98.1% | $8,021-97.4% | $10,886-98.1% |