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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 | $85,719 | $165,381-48.2% | $149,730-42.8% | $158,966-46.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 14.78% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.2pp |
| Employer contribution / active EE | $889 | $5,104-82.6% | $4,645-80.9% | $4,762-81.3% |
| Participant deferral / active EE | $2,501 | $7,182-65.2% | $6,843-63.4% | $5,983-58.2% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |