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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 | $110,940 | $166,268-33.3% | $165,100-32.8% | $145,897-24.0% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 18.62% | 100.52%-81.9pp | 70.21%-51.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $789 | $5,284-85.1% | $4,348-81.8% | $4,663-83.1% |
| Participant deferral / active EE | $2,639 | $6,964-62.1% | $6,035-56.3% | $6,689-60.5% |
| Admin fee / account holder | $131 | $16,659-99.2% | $12,696-99.0% | $13,390-99.0% |