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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 | $116,035 | $197,603-41.3% | $177,827-34.7% | $158,950-27.0% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 11.81% | 58.76%-46.9pp | 48.32%-36.5pp | 302.91%-291.1pp |
| Employer contribution / active EE | $1,242 | $6,698-81.5% | $5,918-79.0% | $4,762-73.9% |
| Participant deferral / active EE | $5,190 | $8,404-38.2% | $7,713-32.7% | $5,983-13.2% |
| Admin fee / account holder | $15 | $15,402-99.9% | $12,429-99.9% | $11,248-99.9% |