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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 | $179,875 | $202,440-11.1% | $169,390+6.2% | $139,466+29.0% |
| Participation rate | 46.2% | 81.1%-35.0pp | 77.2%-31.0pp | 80.3%-34.2pp |
| Annual return | 30.11% | 532.36%-502.3pp | 406.07%-376.0pp | 373.66%-343.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,795 | $6,940-59.7% | $6,222-55.1% | $6,712-58.4% |
| Admin fee / account holder | $20 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |