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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 | $42,021 | $166,242-74.7% | $165,071-74.5% | $145,884-71.2% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.6%-13.4pp | 80.3%-15.1pp |
| Annual return | 11.24% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,835 | $6,964-44.9% | $6,035-36.4% | $6,690-42.7% |
| Admin fee / account holder | $293 | $16,658-98.2% | $12,695-97.7% | $13,392-97.8% |