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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 | $78,497 | $160,070-51.0% | $147,117-46.6% | $145,897-46.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.15% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,999 | $8,419-64.4% | $8,065-62.8% | $6,689-55.2% |
| Admin fee / account holder | $17 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |