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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 | $76,702 | $160,040-52.1% | $147,096-47.9% | $145,877-47.4% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 20.65% | 98.49%-77.8pp | 419.75%-399.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,775 | $8,429-43.3% | $8,071-40.8% | $6,691-28.6% |
| Admin fee / account holder | $224 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |