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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 | $159,593 | $148,582+7.4% | $135,942+17.4% | $139,456+14.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 12.13% | 79.26%-67.1pp | 68.28%-56.1pp | 373.45%-361.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,759 | $8,101-4.2% | $7,7590% | $6,711+15.6% |
| Admin fee / account holder | $69 | $12,402-99.4% | $10,764-99.4% | $11,407-99.4% |