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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 | $59,026 | $149,040-60.4% | $120,225-50.9% | $137,256-57.0% |
| Participation rate | 45.0% | 75.4%-30.4pp | 69.6%-24.6pp | 80.0%-35.0pp |
| Annual return | 31.83% | 605.68%-573.9pp | 439.23%-407.4pp | 220.34%-188.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,163 | $4,655-75.0% | $3,999-70.9% | $6,407-81.8% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |