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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 | $166,242-33.3% | $165,071-32.8% | $145,884-24.0% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 18.62% | 100.44%-81.8pp | 70.17%-51.6pp | 551.85%-533.2pp |
| Employer contribution / active EE | $789 | $5,283-85.1% | $4,347-81.8% | $4,662-83.1% |
| Participant deferral / active EE | $2,639 | $6,964-62.1% | $6,035-56.3% | $6,690-60.5% |
| Admin fee / account holder | $131 | $16,658-99.2% | $12,695-99.0% | $13,392-99.0% |