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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 | $64,854 | $157,304-58.8% | $141,197-54.1% | $152,909-57.6% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 21.64% | 64.34%-42.7pp | 71.41%-49.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,219 | $7,111-26.6% | $6,710-22.2% | $5,851-10.8% |
| Admin fee / account holder | $9 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |