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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 | $38,679 | $201,264-80.8% | $184,185-79.0% | $145,978-73.5% |
| Participation rate | 30.0% | 87.5%-57.5pp | 86.8%-56.8pp | 80.3%-50.3pp |
| Annual return | 25.68% | 29.00%-3.3pp | 28.81%-3.1pp | 550.52%-524.8pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,675 | $9,806-62.5% | $9,132-59.8% | $6,690-45.1% |
| Admin fee / account holder | $75 | $16,376-99.5% | $13,909-99.5% | $13,400-99.4% |