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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 | $51,045 | $107,363-52.5% | $92,909-45.1% | $152,897-66.6% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.5%-29.1pp |
| Annual return | 26.38% | 145.63%-119.2pp | 109.44%-83.1pp | 345.43%-319.0pp |
| Employer contribution / active EE | $215 | $4,222-94.9% | $3,653-94.1% | $4,764-95.5% |
| Participant deferral / active EE | $1,604 | $4,848-66.9% | $4,238-62.1% | $5,851-72.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |