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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 | $30,052 | $159,978-81.2% | $147,041-79.6% | $145,978-79.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.26% | 98.36%-81.1pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,400 | $8,429-59.7% | $8,071-57.9% | $6,690-49.2% |
| Admin fee / account holder | $80 | $15,053-99.5% | $13,006-99.4% | $13,400-99.4% |