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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 | $131,826 | $165,399-20.3% | $149,745-12.0% | $158,982-17.1% |
| Participation rate | 15.4% | 84.6%-69.2pp | 82.5%-67.1pp | 82.0%-66.6pp |
| Annual return | 19.36% | 348.34%-329.0pp | 276.72%-257.4pp | 302.99%-283.6pp |
| Employer contribution / active EE | $575 | $5,105-88.7% | $4,646-87.6% | $4,763-87.9% |
| Participant deferral / active EE | $4,154 | $7,183-42.2% | $6,843-39.3% | $5,983-30.6% |
| Admin fee / account holder | $106 | $10,811-99.0% | $9,312-98.9% | $11,252-99.1% |