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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 | $188,134 | $227,399-17.3% | $189,758-0.9% | $198,609-5.3% |
| Participation rate | 30.0% | 84.0%-54.0pp | 79.8%-49.8pp | 82.4%-52.4pp |
| Annual return | 14.88% | 61.03%-46.2pp | 52.62%-37.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,094 | $5,526-80.2% | $4,767-77.1% | $5,055-78.4% |
| Participant deferral / active EE | $6,698 | $6,837-2.0% | $5,856+14.4% | $6,977-4.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |