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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 | $153,097 | $197,603-22.5% | $177,827-13.9% | $158,950-3.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 14.68% | 58.76%-44.1pp | 48.32%-33.6pp | 302.91%-288.2pp |
| Employer contribution / active EE | $1,193 | $6,698-82.2% | $5,918-79.8% | $4,762-74.9% |
| Participant deferral / active EE | $4,023 | $8,404-52.1% | $7,713-47.8% | $5,983-32.7% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |