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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 | $55,612 | $148,582-62.6% | $135,942-59.1% | $139,456-60.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 21.35% | 79.26%-57.9pp | 68.28%-46.9pp | 373.45%-352.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,891 | $8,101+9.7% | $7,759+14.6% | $6,711+32.5% |
| Admin fee / account holder | $226 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |