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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 | $216,670 | $159,978+35.4% | $147,041+47.4% | $145,978+48.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.98% | 98.36%-88.4pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,850 | $8,429-30.6% | $8,071-27.5% | $6,690-12.5% |
| Admin fee / account holder | $129 | $15,053-99.1% | $13,006-99.0% | $13,400-99.0% |