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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 | $99,649 | $157,270-36.6% | $141,173-29.4% | $152,870-34.8% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 24.86% | 64.33%-39.5pp | 71.40%-46.5pp | 345.34%-320.5pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,148 | $7,110+28.7% | $6,710+36.3% | $5,850+56.4% |
| Admin fee / account holder | $137 | $12,121-98.9% | $10,262-98.7% | $11,597-98.8% |