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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 | $158,455 | $110,379+43.6% | $102,412+54.7% | $145,884+8.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 9.90% | 24.84%-14.9pp | 24.94%-15.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $192 | $4,216-95.4% | $3,870-95.0% | $4,662-95.9% |
| Participant deferral / active EE | $2,400 | $5,622-57.3% | $5,060-52.6% | $6,690-64.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |