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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 | $38,989 | $107,941-63.9% | $91,994-57.6% | $152,909-74.5% |
| Participation rate | 45.0% | 81.2%-36.2pp | 78.6%-33.6pp | 82.5%-37.5pp |
| Annual return | 30.46% | 89.28%-58.8pp | 69.04%-38.6pp | 345.46%-315.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,270 | $6,366+14.2% | $5,924+22.7% | $5,851+24.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |