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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 | $98,066 | $175,259-44.0% | $149,723-34.5% | $139,487-29.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.61% | 166.82%-154.2pp | 134.50%-121.9pp | 373.84%-361.2pp |
| Employer contribution / active EE | $946 | $5,478-82.7% | $4,821-80.4% | $4,755-80.1% |
| Participant deferral / active EE | $2,224 | $6,522-65.9% | $5,682-60.9% | $6,713-66.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |