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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 | $69,040 | $148,623-53.5% | $135,974-49.2% | $139,466-50.5% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 20.44% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $960 | $5,246-81.7% | $4,859-80.2% | $4,754-79.8% |
| Participant deferral / active EE | $6,000 | $8,103-26.0% | $7,760-22.7% | $6,712-10.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |