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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 | $145,811 | $162,136-10.1% | $152,301-4.3% | $154,746-5.8% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 17.56% | 91.02%-73.5pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $488 | $4,890-90.0% | $4,624-89.4% | $4,379-88.9% |
| Participant deferral / active EE | $5,160 | $8,341-38.1% | $8,004-35.5% | $6,730-23.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |