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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 | $52,354 | $160,070-67.3% | $147,117-64.4% | $145,897-64.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 18.07% | 98.69%-80.6pp | 420.54%-402.5pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,263 | $8,419+33.8% | $8,065+39.7% | $6,689+68.4% |
| Admin fee / account holder | $231 | $15,035-98.5% | $12,993-98.2% | $13,390-98.3% |