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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 | $119,907 | $166,242-27.9% | $165,071-27.4% | $145,884-17.8% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 22.05% | 100.44%-78.4pp | 70.17%-48.1pp | 551.85%-529.8pp |
| Employer contribution / active EE | $1,065 | $5,283-79.8% | $4,347-75.5% | $4,662-77.2% |
| Participant deferral / active EE | $2,059 | $6,964-70.4% | $6,035-65.9% | $6,690-69.2% |
| Admin fee / account holder | $17 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |