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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 | $167,433 | $227,633-26.4% | $189,597-11.7% | $167,553-0.1% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 19.97% | 78.45%-58.5pp | 64.20%-44.2pp | 478.89%-458.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,112 | $7,003+30.1% | $6,174+47.6% | $6,343+43.7% |
| Admin fee / account holder | $15 | $11,879-99.9% | $9,807-99.8% | $12,316-99.9% |