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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 | $40,987 | $212,386-80.7% | $199,883-79.5% | $138,895-70.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $900 | $6,625-86.4% | $6,261-85.6% | $4,194-78.5% |
| Participant deferral / active EE | $3,313 | $9,617-65.5% | $9,138-63.7% | $6,396-48.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |