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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 | $99,911 | $165,381-39.6% | $149,730-33.3% | $158,966-37.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 22.28% | 348.29%-326.0pp | 276.70%-254.4pp | 302.95%-280.7pp |
| Employer contribution / active EE | $187 | $5,104-96.3% | $4,645-96.0% | $4,762-96.1% |
| Participant deferral / active EE | $5,694 | $7,182-20.7% | $6,843-16.8% | $5,983-4.8% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |