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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 | $66,140 | $217,432-69.6% | $185,851-64.4% | $167,553-60.5% |
| Participation rate | 46.2% | 86.1%-39.9pp | 81.7%-35.6pp | 82.1%-36.0pp |
| Annual return | 16.45% | 148.43%-132.0pp | 122.11%-105.7pp | 478.89%-462.4pp |
| Employer contribution / active EE | $1,039 | $5,874-82.3% | $5,168-79.9% | $4,840-78.5% |
| Participant deferral / active EE | $2,421 | $6,357-61.9% | $5,569-56.5% | $6,343-61.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |