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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 | $188,078 | $228,352-17.6% | $185,835+1.2% | $158,966+18.3% |
| Participation rate | 38.5% | 82.3%-43.9pp | 78.0%-39.6pp | 82.0%-43.5pp |
| Annual return | 11.96% | 40.81%-28.8pp | 35.96%-24.0pp | 302.95%-291.0pp |
| Employer contribution / active EE | $303 | $4,967-93.9% | $4,087-92.6% | $4,762-93.6% |
| Participant deferral / active EE | $1,613 | $6,416-74.9% | $5,633-71.4% | $5,983-73.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |