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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 | $166,268-72.6% | $165,100-72.4% | $145,897-68.7% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 31.29% | 100.52%-69.2pp | 70.21%-38.9pp | 552.29%-521.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,841 | $6,964-44.9% | $6,035-36.4% | $6,689-42.6% |
| Admin fee / account holder | $7 | $16,659-100.0% | $12,696-99.9% | $13,390-99.9% |