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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 | $248,224 | $148,629+67.0% | $135,982+82.5% | $139,487+78.0% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 37.29% | 79.33%-42.0pp | 68.32%-31.0pp | 373.84%-336.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,265 | $8,102-22.7% | $7,760-19.3% | $6,713-6.7% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |