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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 | $64,390 | $226,090-71.5% | $182,531-64.7% | $152,885-57.9% |
| Participation rate | 19.0% | 82.5%-63.4pp | 78.0%-58.9pp | 82.5%-63.4pp |
| Annual return | 27.86% | 192.57%-164.7pp | 148.57%-120.7pp | 345.39%-317.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,417 | $6,369-77.7% | $5,525-74.3% | $5,851-75.8% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |