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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 | $104,455 | $157,304-33.6% | $141,197-26.0% | $152,909-31.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 27.06% | 64.34%-37.3pp | 71.41%-44.3pp | 345.46%-318.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,298 | $7,111-53.6% | $6,710-50.8% | $5,851-43.6% |
| Admin fee / account holder | $79 | $12,126-99.4% | $10,265-99.2% | $11,601-99.3% |