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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 | $77,546 | $107,353-27.8% | $92,903-16.5% | $152,885-49.3% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.0%-16.9pp | 82.5%-23.4pp |
| Annual return | 19.26% | 145.62%-126.4pp | 109.43%-90.2pp | 345.39%-326.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,282 | $4,848-32.3% | $4,238-22.6% | $5,851-43.9% |
| Admin fee / account holder | $295 | $7,081-95.8% | $5,795-94.9% | $11,598-97.5% |