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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 | $42,514 | $159,978-73.4% | $147,041-71.1% | $145,978-70.9% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 12.06% | 98.36%-86.3pp | 419.21%-407.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,992 | $8,429-52.6% | $8,071-50.5% | $6,690-40.3% |
| Admin fee / account holder | $296 | $15,053-98.0% | $13,006-97.7% | $13,400-97.8% |