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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 | $96,332 | $150,412-36.0% | $120,574-20.1% | $145,884-34.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 17.33% | 154.50%-137.2pp | 107.42%-90.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $20,140 | $6,175+226.1% | $4,996+303.1% | $6,690+201.1% |
| Admin fee / account holder | $204 | $12,224-98.3% | $9,445-97.8% | $13,392-98.5% |