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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 | $19,732 | $160,040-87.7% | $147,096-86.6% | $145,877-86.5% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 22.37% | 98.49%-76.1pp | 419.75%-397.4pp | 551.28%-528.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,065 | $8,429-28.0% | $8,071-24.9% | $6,691-9.3% |
| Admin fee / account holder | $293 | $15,050-98.1% | $13,005-97.7% | $13,402-97.8% |