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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 | $20,218 | $107,363-81.2% | $92,909-78.2% | $152,897-86.8% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 24.74% | 145.63%-120.9pp | 109.44%-84.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,187 | $4,848-54.9% | $4,238-48.4% | $5,851-62.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |