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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 | $147,776 | $105,158+40.5% | $94,672+56.1% | $139,487+5.9% |
| Participation rate | 45.5% | 82.4%-36.9pp | 80.8%-35.4pp | 80.3%-34.9pp |
| Annual return | 20.45% | 38.11%-17.7pp | 156.89%-136.4pp | 373.84%-353.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,386 | $7,599-16.0% | $7,417-13.9% | $6,713-4.9% |
| Admin fee / account holder | $20 | $8,972-99.8% | $7,222-99.7% | $11,407-99.8% |