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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 | $77,270 | $202,440-61.8% | $169,390-54.4% | $139,466-44.6% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.2%-48.6pp | 80.3%-51.8pp |
| Annual return | 21.46% | 532.36%-510.9pp | 406.07%-384.6pp | 373.66%-352.2pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,418 | $6,940-65.2% | $6,222-61.1% | $6,712-64.0% |
| Admin fee / account holder | $13 | $10,722-99.9% | $9,015-99.9% | $11,409-99.9% |