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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 | $91,828 | $165,361-44.5% | $149,715-38.7% | $158,950-42.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 26.09% | 348.24%-322.1pp | 276.66%-250.6pp | 302.91%-276.8pp |
| Employer contribution / active EE | $617 | $5,103-87.9% | $4,645-86.7% | $4,762-87.0% |
| Participant deferral / active EE | $4,373 | $7,182-39.1% | $6,842-36.1% | $5,983-26.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |