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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 | $84,491 | $165,361-48.9% | $149,715-43.6% | $158,950-46.8% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 23.64% | 348.24%-324.6pp | 276.66%-253.0pp | 302.91%-279.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,963 | $7,182-17.0% | $6,842-12.8% | $5,983-0.3% |
| Admin fee / account holder | $12 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |