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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 | $29,537 | $185,883-84.1% | $170,043-82.6% | $139,466-78.8% |
| Participation rate | 61.9% | 87.8%-25.9pp | 87.0%-25.1pp | 80.3%-18.4pp |
| Annual return | 26.60% | 60.54%-33.9pp | 53.40%-26.8pp | 373.66%-347.1pp |
| Employer contribution / active EE | $1,235 | $7,596-83.7% | $6,790-81.8% | $4,754-74.0% |
| Participant deferral / active EE | $3,750 | $11,626-67.7% | $10,410-64.0% | $6,712-44.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |