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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 | $143,062 | $197,625-27.6% | $177,840-19.6% | $158,966-10.0% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 16.76% | 58.76%-42.0pp | 48.32%-31.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,052 | $6,698-84.3% | $5,919-82.2% | $4,762-77.9% |
| Participant deferral / active EE | $4,761 | $8,405-43.3% | $7,714-38.3% | $5,983-20.4% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |