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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 | $146,766 | $162,136-9.5% | $152,301-3.6% | $154,746-5.2% |
| Participation rate | 21.1% | 84.1%-63.1pp | 82.4%-61.4pp | 80.7%-59.6pp |
| Annual return | 15.84% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $523 | $4,890-89.3% | $4,624-88.7% | $4,379-88.1% |
| Participant deferral / active EE | $3,556 | $8,341-57.4% | $8,004-55.6% | $6,730-47.2% |
| Admin fee / account holder | $30 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |