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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 | $55,967 | $185,883-69.9% | $170,043-67.1% | $139,466-59.9% |
| Participation rate | 16.7% | 87.8%-71.1pp | 87.0%-70.3pp | 80.3%-63.7pp |
| Annual return | 24.18% | 60.54%-36.4pp | 53.40%-29.2pp | 373.66%-349.5pp |
| Employer contribution / active EE | $917 | $7,596-87.9% | $6,790-86.5% | $4,754-80.7% |
| Participant deferral / active EE | $5,000 | $11,626-57.0% | $10,410-52.0% | $6,712-25.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |