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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 | $17,385 | $183,627-90.5% | $155,602-88.8% | $145,978-88.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 34.50% | 61.32%-26.8pp | 64.81%-30.3pp | 550.52%-516.0pp |
| Employer contribution / active EE | $1,015 | $5,316-80.9% | $4,675-78.3% | $4,662-78.2% |
| Participant deferral / active EE | $6,594 | $6,466+2.0% | $5,629+17.2% | $6,690-1.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |