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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 | $103,713 | $129,737-20.1% | $119,126-12.9% | $154,746-33.0% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 18.48% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $200 | $4,375-95.4% | $4,034-95.0% | $4,379-95.4% |
| Participant deferral / active EE | $4,700 | $5,842-19.5% | $5,318-11.6% | $6,730-30.2% |
| Admin fee / account holder | $40 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |