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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 | $29,504 | $121,701-75.8% | $104,639-71.8% | $158,982-81.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 12.75% | 465.72%-453.0pp | 340.67%-327.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,250 | $4,176+1.8% | $3,738+13.7% | $5,983-29.0% |
| Admin fee / account holder | $9 | $7,778-99.9% | $6,465-99.9% | $11,252-99.9% |