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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 | $132,111 | $175,259-24.6% | $149,723-11.8% | $139,487-5.3% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 20.04% | 166.82%-146.8pp | 134.50%-114.5pp | 373.84%-353.8pp |
| Employer contribution / active EE | $123 | $5,478-97.8% | $4,821-97.5% | $4,755-97.4% |
| Participant deferral / active EE | $2,756 | $6,522-57.7% | $5,682-51.5% | $6,713-58.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |