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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 | $81,136 | $160,028-49.3% | $147,080-44.8% | $145,884-44.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.14% | 98.60%-82.5pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $476 | $5,286-91.0% | $4,933-90.4% | $4,662-89.8% |
| Participant deferral / active EE | $5,185 | $8,422-38.4% | $8,066-35.7% | $6,690-22.5% |
| Admin fee / account holder | $182 | $15,030-98.8% | $12,989-98.6% | $13,392-98.6% |