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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 | $160,040-77.2% | $147,096-75.2% | $145,877-75.0% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 19.35% | 98.49%-79.1pp | 419.75%-400.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,485 | $8,429-46.8% | $8,071-44.4% | $6,691-33.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |