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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 | $92,139 | $160,040-42.4% | $147,096-37.4% | $145,877-36.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.20% | 98.49%-88.3pp | 419.75%-409.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,739 | $8,429-20.0% | $8,071-16.5% | $6,691+0.7% |
| Admin fee / account holder | $142 | $15,050-99.1% | $13,005-98.9% | $13,402-98.9% |