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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 | $59,284 | $185,905-68.1% | $170,057-65.1% | $139,487-57.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 15.22% | 60.56%-45.3pp | 53.42%-38.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,698 | $11,627-59.6% | $10,411-54.9% | $6,713-30.0% |
| Admin fee / account holder | $89 | $15,397-99.4% | $12,826-99.3% | $11,407-99.2% |