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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 | $99,023 | $114,119-13.2% | $107,187-7.6% | $138,895-28.7% |
| Participation rate | 26.1% | 78.1%-52.0pp | 75.0%-48.9pp | 79.9%-53.8pp |
| Annual return | 22.40% | 273.21%-250.8pp | 204.55%-182.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $767 | $4,059-81.1% | $3,782-79.7% | $4,194-81.7% |
| Participant deferral / active EE | $3,680 | $5,538-33.6% | $5,096-27.8% | $6,396-42.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |