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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 | $57,042 | $226,135-74.8% | $182,558-68.8% | $152,909-62.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 23.40% | 192.60%-169.2pp | 148.59%-125.2pp | 345.46%-322.1pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,036 | $6,371-68.0% | $5,526-63.2% | $5,851-65.2% |
| Admin fee / account holder | $67 | $10,707-99.4% | $8,594-99.2% | $11,601-99.4% |