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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 | $131,298 | $162,136-19.0% | $152,301-13.8% | $154,746-15.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.16% | 91.02%-76.9pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $20,255 | $8,341+142.8% | $8,004+153.1% | $6,730+201.0% |
| Admin fee / account holder | $7 | $15,759-100.0% | $14,398-99.9% | $14,365-99.9% |