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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 | $246,571 | $139,948+76.2% | $121,663+102.7% | $154,746+59.3% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 15.61% | 230.52%-214.9pp | 147.54%-131.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,384 | $5,629+66.7% | $4,887+92.0% | $6,730+39.4% |
| Admin fee / account holder | $40 | $17,321-99.8% | $14,289-99.7% | $14,365-99.7% |