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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 | $89,912 | $108,942-17.5% | $100,415-10.5% | $145,897-38.4% |
| Participation rate | 22.2% | 83.0%-60.8pp | 81.5%-59.3pp | 80.3%-58.1pp |
| Annual return | 23.83% | 58.27%-34.4pp | 49.47%-25.6pp | 552.29%-528.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,555 | $8,461-34.4% | $8,091-31.3% | $6,689-17.0% |
| Admin fee / account holder | $271 | $9,702-97.2% | $7,906-96.6% | $13,390-98.0% |