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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 | $128,282 | $155,555-17.5% | $146,866-12.7% | $155,188-17.3% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.5%-23.4pp | 80.8%-21.7pp |
| Annual return | 18.96% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $456 | $4,647-90.2% | $4,425-89.7% | $4,248-89.3% |
| Participant deferral / active EE | $7,165 | $8,044-10.9% | $7,759-7.7% | $6,531+9.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |