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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 | $99,273 | $165,381-40.0% | $149,730-33.7% | $158,966-37.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 15.15% | 348.29%-333.1pp | 276.70%-261.6pp | 302.95%-287.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,548 | $7,182+46.9% | $6,843+54.1% | $5,983+76.3% |
| Admin fee / account holder | $6 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |