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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 | $125,166 | $102,828+21.7% | $105,387+18.8% | $152,885-18.1% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.6%-18.9pp | 82.5%-18.8pp |
| Annual return | 25.62% | 20.85%+4.8pp | 26.82%-1.2pp | 345.39%-319.8pp |
| Employer contribution / active EE | $1,116 | $4,473-75.1% | $4,213-73.5% | $4,763-76.6% |
| Participant deferral / active EE | $4,728 | $5,465-13.5% | $5,502-14.1% | $5,851-19.2% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,598-100.0% |