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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 | $128,981 | $165,399-22.0% | $149,745-13.9% | $158,982-18.9% |
| Participation rate | 58.8% | 84.6%-25.8pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 16.38% | 348.34%-332.0pp | 276.72%-260.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,685 | $7,183+20.9% | $6,843+26.9% | $5,983+45.2% |
| Admin fee / account holder | $193 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |