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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 | $106,946 | $107,363-0.4% | $92,909+15.1% | $152,897-30.1% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.5%-24.6pp |
| Annual return | 21.15% | 145.63%-124.5pp | 109.44%-88.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,874 | $4,848-20.1% | $4,238-8.6% | $5,851-33.8% |
| Admin fee / account holder | $279 | $7,082-96.1% | $5,795-95.2% | $11,599-97.6% |