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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 | $56,276 | $176,077-68.0% | $159,455-64.7% | $167,518-66.4% |
| Participation rate | 46.2% | 84.9%-38.8pp | 82.8%-36.7pp | 82.1%-36.0pp |
| Annual return | 13.84% | 331.83%-318.0pp | 263.63%-249.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,697 | $7,751-39.4% | $7,353-36.1% | $6,342-25.9% |
| Admin fee / account holder | $68 | $12,556-99.5% | $10,800-99.4% | $12,312-99.4% |