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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 | $93,234 | $115,814-19.5% | $101,275-7.9% | $158,982-41.4% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | 21.93% | 56.16%-34.2pp | 46.48%-24.5pp | 302.99%-281.1pp |
| Employer contribution / active EE | $738 | $4,176-82.3% | $3,660-79.8% | $4,763-84.5% |
| Participant deferral / active EE | $2,215 | $4,958-55.3% | $4,371-49.3% | $5,983-63.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |