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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 | $120,710 | $165,381-27.0% | $149,730-19.4% | $158,966-24.1% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 19.02% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-283.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,172 | $7,182-28.0% | $6,843-24.4% | $5,983-13.6% |
| Admin fee / account holder | $131 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |