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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 | $137,169 | $183,539-25.3% | $155,556-11.8% | $145,897-6.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 14.37% | 61.31%-46.9pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $995 | $5,315-81.3% | $4,675-78.7% | $4,663-78.7% |
| Participant deferral / active EE | $7,198 | $6,467+11.3% | $5,631+27.8% | $6,689+7.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |