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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 | $125,572 | $176,402-28.8% | $134,162-6.4% | $158,966-21.0% |
| Participation rate | 10.0% | 78.7%-68.7pp | 72.2%-62.2pp | 82.0%-72.0pp |
| Annual return | 18.41% | 63.66%-45.2pp | 36.35%-17.9pp | 302.95%-284.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,290 | $4,093-68.5% | $3,500-63.1% | $5,983-78.4% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |