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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 | $155,342 | $165,381-6.1% | $149,730+3.7% | $158,966-2.3% |
| Participation rate | 29.2% | 84.6%-55.4pp | 82.5%-53.3pp | 82.0%-52.8pp |
| Annual return | 8.72% | 348.29%-339.6pp | 276.70%-268.0pp | 302.95%-294.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,834 | $7,182-46.6% | $6,843-44.0% | $5,983-35.9% |
| Admin fee / account holder | $15 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |