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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 | $111,574 | $176,786-36.9% | $146,643-23.9% | $167,536-33.4% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.3pp |
| Annual return | 16.65% | 24.04%-7.4pp | 22.75%-6.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $887 | $5,161-82.8% | $4,137-78.6% | $4,839-81.7% |
| Participant deferral / active EE | $3,248 | $6,440-49.6% | $5,506-41.0% | $6,342-48.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |