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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 | $30,057 | $165,361-81.8% | $149,715-79.9% | $158,950-81.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 36.15% | 348.24%-312.1pp | 276.66%-240.5pp | 302.91%-266.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,731 | $7,182-6.3% | $6,842-1.6% | $5,983+12.5% |
| Admin fee / account holder | $65 | $10,808-99.4% | $9,310-99.3% | $11,248-99.4% |