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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 | $36,418 | $160,070-77.2% | $147,117-75.2% | $145,897-75.0% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 19.35% | 98.69%-79.3pp | 420.54%-401.2pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,485 | $8,419-46.7% | $8,065-44.4% | $6,689-33.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |