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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 | $45,319 | $185,883-75.6% | $170,043-73.3% | $139,466-67.5% |
| Participation rate | 68.8% | 87.8%-19.0pp | 87.0%-18.3pp | 80.3%-11.6pp |
| Annual return | 15.53% | 60.54%-45.0pp | 53.40%-37.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $66 | $7,596-99.1% | $6,790-99.0% | $4,754-98.6% |
| Participant deferral / active EE | $7,003 | $11,626-39.8% | $10,410-32.7% | $6,712+4.3% |
| Admin fee / account holder | $5 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |