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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 | $120,237 | $183,539-34.5% | $155,556-22.7% | $145,897-17.6% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 11.25% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $303 | $5,315-94.3% | $4,675-93.5% | $4,663-93.5% |
| Participant deferral / active EE | $2,271 | $6,467-64.9% | $5,631-59.7% | $6,689-66.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |