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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 | $100,655 | $135,956-26.0% | $123,894-18.8% | $273,972-63.3% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 10.32% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $231 | $5,170-95.5% | $4,617-95.0% | $4,869-95.2% |
| Participant deferral / active EE | $5,858 | $6,343-7.6% | $5,984-2.1% | $5,287+10.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |