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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 | $133,574 | $198,457-32.7% | $170,435-21.6% | $147,586-9.5% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 18.06% | 257.30%-239.2pp | 205.94%-187.9pp | 578.59%-560.5pp |
| Employer contribution / active EE | $805 | $6,183-87.0% | $5,432-85.2% | $4,876-83.5% |
| Participant deferral / active EE | $3,978 | $5,629-29.3% | $4,939-19.5% | $5,439-26.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |