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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 | $138,716 | $183,627-24.5% | $155,602-10.9% | $145,978-5.0% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 12.69% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $856 | $5,316-83.9% | $4,675-81.7% | $4,662-81.6% |
| Participant deferral / active EE | $2,988 | $6,466-53.8% | $5,629-46.9% | $6,690-55.3% |
| Admin fee / account holder | $27 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |