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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 | $50,907 | $115,810-56.0% | $101,271-49.7% | $158,966-68.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 14.39% | 56.15%-41.8pp | 46.48%-32.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,556 | $4,958-68.6% | $4,371-64.4% | $5,983-74.0% |
| Admin fee / account holder | $12 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |