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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 | $36,122 | $183,627-80.3% | $155,602-76.8% | $145,978-75.3% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 17.03% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $965 | $5,316-81.9% | $4,675-79.4% | $4,662-79.3% |
| Participant deferral / active EE | $3,455 | $6,466-46.6% | $5,629-38.6% | $6,690-48.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |