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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 | $51,380 | $183,592-72.0% | $155,574-67.0% | $145,877-64.8% |
| Participation rate | 11.1% | 82.7%-71.6pp | 78.2%-67.1pp | 80.3%-69.2pp |
| Annual return | 10.86% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,223 | $6,466-50.2% | $5,629-42.8% | $6,691-51.8% |
| Admin fee / account holder | $270 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |