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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 | $103,962 | $103,038+0.9% | $90,324+15.1% | $152,909-32.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 21.95% | 95.25%-73.3pp | 78.15%-56.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,300 | $4,282+280.7% | $3,885+319.5% | $5,851+178.6% |
| Admin fee / account holder | $8 | $6,177-99.9% | $5,356-99.9% | $11,601-99.9% |