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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 | $208,057 | $183,539+13.4% | $155,556+33.8% | $145,897+42.6% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 8.81% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,098 | $6,467-67.6% | $5,631-62.7% | $6,689-68.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |