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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 | $21,555 | $160,040-86.5% | $147,096-85.3% | $145,877-85.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 19.34% | 98.49%-79.2pp | 419.75%-400.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,614 | $8,429-21.5% | $8,071-18.1% | $6,691-1.1% |
| Admin fee / account holder | $75 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |