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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 | $44,447 | $105,149-57.7% | $94,659-53.0% | $139,427-68.1% |
| Participation rate | 61.5% | 82.4%-20.8pp | 80.8%-19.3pp | 80.3%-18.8pp |
| Annual return | 17.39% | 38.04%-20.7pp | 156.75%-139.4pp | 373.27%-355.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,673-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,664 | $7,600-64.9% | $7,419-64.1% | $6,711-60.3% |
| Admin fee / account holder | $15 | $8,986-99.8% | $7,232-99.8% | $11,404-99.9% |