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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 | $238,103 | $183,627+29.7% | $155,602+53.0% | $145,978+63.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.28% | 61.32%-44.0pp | 64.81%-47.5pp | 550.52%-533.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,517 | $6,466-45.6% | $5,629-37.5% | $6,690-47.4% |
| Admin fee / account holder | $12 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |