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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 | $70,683 | $103,000-31.4% | $90,300-21.7% | $152,885-53.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 29.50% | 95.19%-65.7pp | 78.11%-48.6pp | 345.39%-315.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,247 | $4,281-0.8% | $3,884+9.3% | $5,851-27.4% |
| Admin fee / account holder | $117 | $6,173-98.1% | $5,353-97.8% | $11,598-99.0% |