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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 | $136,779 | $166,089-17.6% | $164,928-17.1% | $145,978-6.3% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-27.0pp |
| Annual return | 11.62% | 100.26%-88.6pp | 70.08%-58.5pp | 550.52%-538.9pp |
| Employer contribution / active EE | $724 | $5,276-86.3% | $4,343-83.3% | $4,662-84.5% |
| Participant deferral / active EE | $5,167 | $6,961-25.8% | $6,034-14.4% | $6,690-22.8% |
| Admin fee / account holder | $20 | $16,641-99.9% | $12,684-99.8% | $13,400-99.9% |