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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 | $113,833 | $155,555-26.8% | $146,866-22.5% | $155,188-26.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 17.83% | 115.41%-97.6pp | 102.85%-85.0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,667 | $8,044-4.7% | $7,759-1.2% | $6,531+17.4% |
| Admin fee / account holder | $111 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |