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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 | $127,324 | $135,645-6.1% | $110,243+15.5% | $135,380-6.0% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.8%-32.5pp | 82.6%-35.3pp |
| Annual return | 12.62% | 513.24%-500.6pp | 314.76%-302.1pp | 519.81%-507.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,834 | $5,507-66.7% | $4,672-60.8% | $5,609-67.3% |
| Admin fee / account holder | $18 | $11,458-99.8% | $8,548-99.8% | $10,828-99.8% |