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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 | $107,053 | $172,111-37.8% | $150,298-28.8% | $137,256-22.0% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 19.33% | 69.37%-50.0pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $749 | $4,636-83.8% | $4,154-82.0% | $4,156-82.0% |
| Participant deferral / active EE | $4,914 | $6,166-20.3% | $5,453-9.9% | $6,407-23.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |