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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 | $20,186 | $175,231-88.5% | $149,696-86.5% | $139,466-85.5% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.6pp | 80.3%-58.1pp |
| Annual return | 30.20% | 166.77%-136.6pp | 134.46%-104.3pp | 373.66%-343.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,966 | $6,521-69.9% | $5,682-65.4% | $6,712-70.7% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |