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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 | $91,884 | $183,592-50.0% | $155,574-40.9% | $145,877-37.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 9.64% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $632 | $5,317-88.1% | $4,676-86.5% | $4,663-86.5% |
| Participant deferral / active EE | $3,573 | $6,466-44.7% | $5,629-36.5% | $6,691-46.6% |
| Admin fee / account holder | $5 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |