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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 | $64,358 | $88,778-27.5% | $81,844-21.4% | $145,884-55.9% |
| Participation rate | 38.5% | 75.1%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 21.32% | 1033.03%-1011.7pp | 778.87%-757.6pp | 551.85%-530.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,663 | $4,648+0.3% | $4,323+7.9% | $6,690-30.3% |
| Admin fee / account holder | $231 | $8,430-97.3% | $7,355-96.9% | $13,392-98.3% |