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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 | $136,015 | $183,539-25.9% | $155,556-12.6% | $145,897-6.8% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 12.17% | 61.31%-49.1pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $974 | $5,315-81.7% | $4,675-79.2% | $4,663-79.1% |
| Participant deferral / active EE | $5,216 | $6,467-19.3% | $5,631-7.4% | $6,689-22.0% |
| Admin fee / account holder | $93 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |