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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 | $23,225 | $180,749-87.2% | $160,784-85.6% | $137,256-83.1% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 26.62% | 2234.46%-2207.8pp | 1803.92%-1777.3pp | 220.34%-193.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,127 | $6,844-10.5% | $6,293-2.6% | $6,407-4.4% |
| Admin fee / account holder | $88 | $10,397-99.2% | $9,717-99.1% | $12,270-99.3% |