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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 | $72,555 | $148,623-51.2% | $135,974-46.6% | $139,466-48.0% |
| Participation rate | 61.1% | 83.9%-22.8pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 23.13% | 79.30%-56.2pp | 68.30%-45.2pp | 373.66%-350.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,024 | $8,103-38.0% | $7,760-35.3% | $6,712-25.2% |
| Admin fee / account holder | $225 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |