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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 | $37,528 | $176,077-78.7% | $159,455-76.5% | $167,518-77.6% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 16.31% | 331.83%-315.5pp | 263.63%-247.3pp | 478.71%-462.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,283 | $7,751-57.6% | $7,353-55.3% | $6,342-48.2% |
| Admin fee / account holder | $15 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |