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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 | $80,828 | $227,566-64.5% | $189,558-57.4% | $167,518-51.7% |
| Participation rate | 35.7% | 82.5%-46.8pp | 78.5%-42.7pp | 82.1%-46.4pp |
| Annual return | 19.74% | 78.43%-58.7pp | 64.19%-44.4pp | 478.71%-459.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,215 | $7,002-54.1% | $6,174-47.9% | $6,342-49.3% |
| Admin fee / account holder | $15 | $11,881-99.9% | $9,809-99.8% | $12,312-99.9% |