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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 | $23,656 | $183,539-87.1% | $155,556-84.8% | $145,897-83.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.24% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,553 | $6,467-60.5% | $5,631-54.7% | $6,689-61.8% |
| Admin fee / account holder | $230 | $19,275-98.8% | $15,885-98.6% | $13,390-98.3% |