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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 | $142,223 | $152,612-6.8% | $125,192+13.6% | $152,897-7.0% |
| Participation rate | 27.3% | 83.3%-56.1pp | 79.8%-52.5pp | 82.5%-55.2pp |
| Annual return | 24.37% | 54.85%-30.5pp | 43.79%-19.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,692 | $5,868-20.1% | $4,937-5.0% | $5,851-19.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |