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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 | $77,236 | $157,304-50.9% | $141,197-45.3% | $152,909-49.5% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 20.48% | 64.34%-43.9pp | 71.41%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,410 | $7,111-38.0% | $6,710-34.3% | $5,851-24.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |