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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 | $31,739 | $157,304-79.8% | $141,197-77.5% | $152,909-79.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.49% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,440 | $7,111-9.4% | $6,710-4.0% | $5,851+10.1% |
| Admin fee / account holder | $177 | $12,126-98.5% | $10,265-98.3% | $11,601-98.5% |