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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 | $113,846 | $184,000-38.1% | $162,185-29.8% | $152,909-25.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 28.42% | 150.80%-122.4pp | 115.61%-87.2pp | 345.46%-317.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,732 | $8,033-28.6% | $7,297-21.4% | $5,851-2.0% |
| Admin fee / account holder | $40 | $13,124-99.7% | $10,844-99.6% | $11,601-99.7% |