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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 | $149,032 | $165,399-9.9% | $149,745-0.5% | $158,982-6.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.46% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,887 | $7,183+149.0% | $6,843+161.4% | $5,983+198.9% |
| Admin fee / account holder | $31 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |