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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 | $97,135 | $111,535-12.9% | $105,223-7.7% | $137,256-29.2% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 15.42% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $617 | $3,939-84.3% | $3,689-83.3% | $4,156-85.1% |
| Participant deferral / active EE | $3,216 | $5,500-41.5% | $5,072-36.6% | $6,407-49.8% |
| Admin fee / account holder | $7 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |