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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 | $34,576 | $144,130-76.0% | $117,860-70.7% | $147,585-76.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 20.39% | 531.20%-510.8pp | 335.10%-314.7pp | 578.58%-558.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,047 | $5,316-61.5% | $4,482-54.3% | $5,439-62.4% |
| Admin fee / account holder | $186 | $10,887-98.3% | $8,021-97.7% | $10,886-98.3% |