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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 | $89,977 | $115,814-22.3% | $101,275-11.2% | $158,982-43.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 34.37% | 56.16%-21.8pp | 46.48%-12.1pp | 302.99%-268.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,151 | $4,958-16.3% | $4,371-5.0% | $5,983-30.6% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |