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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 | $56,097 | $148,623-62.3% | $135,974-58.7% | $139,466-59.8% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 22.61% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,399 | $8,103-8.7% | $7,760-4.7% | $6,712+10.2% |
| Admin fee / account holder | $219 | $12,406-98.2% | $10,767-98.0% | $11,409-98.1% |