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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 | $122,939 | $171,492-28.3% | $150,734-18.4% | $198,609-38.1% |
| Participation rate | 28.6% | 81.4%-52.8pp | 78.4%-49.9pp | 82.4%-53.8pp |
| Annual return | 21.68% | 804.70%-783.0pp | 600.81%-579.1pp | 202.70%-181.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,745 | $6,259-40.2% | $5,610-33.2% | $6,977-46.3% |
| Admin fee / account holder | $60 | $17,628-99.7% | $14,905-99.6% | $19,030-99.7% |