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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 | $97,793 | $97,7650% | $103,486-5.5% | $145,884-33.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 16.52% | 25.44%-8.9pp | 23.93%-7.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,008 | $4,687-78.5% | $4,679-78.5% | $4,662-78.4% |
| Participant deferral / active EE | $13,569 | $6,606+105.4% | $6,628+104.7% | $6,690+102.8% |
| Admin fee / account holder | $254 | $12,505-98.0% | $9,354-97.3% | $13,392-98.1% |