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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 | $45,629 | $166,131-72.5% | $164,975-72.3% | $145,877-68.7% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 31.29% | 100.37%-69.1pp | 70.12%-38.8pp | 551.28%-520.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,841 | $6,962-44.8% | $6,033-36.3% | $6,691-42.6% |
| Admin fee / account holder | $7 | $16,648-100.0% | $12,688-99.9% | $13,402-99.9% |