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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 | $34,502 | $165,361-79.1% | $149,715-77.0% | $158,950-78.3% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 9.43% | 348.24%-338.8pp | 276.66%-267.2pp | 302.91%-293.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,488 | $7,182-65.4% | $6,842-63.6% | $5,983-58.4% |
| Admin fee / account holder | $48 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |