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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 | $146,507 | $227,566-35.6% | $189,558-22.7% | $167,518-12.5% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.5%-49.9pp | 82.1%-53.5pp |
| Annual return | 12.43% | 78.43%-66.0pp | 64.19%-51.8pp | 478.71%-466.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,307 | $7,002-52.8% | $6,174-46.4% | $6,342-47.9% |
| Admin fee / account holder | $40 | $11,881-99.7% | $9,809-99.6% | $12,312-99.7% |