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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 | $150,332 | $197,625-23.9% | $177,840-15.5% | $158,966-5.4% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.7%-18.5pp | 82.0%-12.7pp |
| Annual return | 16.04% | 58.76%-42.7pp | 48.32%-32.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,981 | $8,405-16.9% | $7,714-9.5% | $5,983+16.7% |
| Admin fee / account holder | $178 | $15,405-98.8% | $12,431-98.6% | $11,250-98.4% |