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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 | $108,426 | $181,062-40.1% | $158,223-31.5% | $155,188-30.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 15.60% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $906 | $4,565-80.1% | $4,109-77.9% | $4,248-78.7% |
| Participant deferral / active EE | $3,641 | $6,134-40.6% | $5,467-33.4% | $6,531-44.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |