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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 | $166,160 | $160,070+3.8% | $147,117+12.9% | $145,897+13.9% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.9pp | 80.3%-27.0pp |
| Annual return | 43.98% | 98.69%-54.7pp | 420.54%-376.6pp | 552.29%-508.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,153 | $8,419-50.7% | $8,065-48.5% | $6,689-37.9% |
| Admin fee / account holder | $86 | $15,035-99.4% | $12,993-99.3% | $13,390-99.4% |