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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 | $102,426 | $165,399-38.1% | $149,745-31.6% | $158,982-35.6% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 22.13% | 348.34%-326.2pp | 276.72%-254.6pp | 302.99%-280.9pp |
| Employer contribution / active EE | $571 | $5,105-88.8% | $4,646-87.7% | $4,763-88.0% |
| Participant deferral / active EE | $5,188 | $7,183-27.8% | $6,843-24.2% | $5,983-13.3% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |