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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 | $102,459 | $129,737-21.0% | $119,126-14.0% | $154,746-33.8% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 9.78% | 379.08%-369.3pp | 282.11%-272.3pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,889 | $5,842-67.7% | $5,318-64.5% | $6,730-71.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |