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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 | $92,748 | $148,582-37.6% | $135,942-31.8% | $139,456-33.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.56% | 79.26%-58.7pp | 68.28%-47.7pp | 373.45%-352.9pp |
| Employer contribution / active EE | $167 | $5,245-96.8% | $4,858-96.6% | $4,753-96.5% |
| Participant deferral / active EE | $3,132 | $8,101-61.3% | $7,759-59.6% | $6,711-53.3% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |