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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 | $208,868 | $228,395-8.5% | $185,861+12.4% | $158,982+31.4% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 23.46% | 40.82%-17.4pp | 35.96%-12.5pp | 302.99%-279.5pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,515 | $6,417-14.1% | $5,634-2.1% | $5,983-7.8% |
| Admin fee / account holder | $30 | $11,869-99.7% | $9,503-99.7% | $11,252-99.7% |