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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 | $73,084 | $209,428-65.1% | $178,498-59.1% | $158,950-54.0% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 21.38% | 188.78%-167.4pp | 151.09%-129.7pp | 302.91%-281.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,398 | $5,955-26.1% | $5,202-15.5% | $5,983-26.5% |
| Admin fee / account holder | $5 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |