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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 | $114,178 | $165,381-31.0% | $149,730-23.7% | $158,966-28.2% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 15.79% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.2pp |
| Employer contribution / active EE | $779 | $5,104-84.7% | $4,645-83.2% | $4,762-83.6% |
| Participant deferral / active EE | $3,516 | $7,182-51.0% | $6,843-48.6% | $5,983-41.2% |
| Admin fee / account holder | $10 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |