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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 | $92,640 | $176,105-47.4% | $159,474-41.9% | $167,536-44.7% |
| Participation rate | 35.7% | 85.0%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 17.37% | 331.91%-314.5pp | 263.68%-246.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,081 | $7,751-8.6% | $7,353-3.7% | $6,342+11.7% |
| Admin fee / account holder | $24 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |