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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 | $37,074 | $232,540-84.1% | $185,117-80.0% | $147,585-74.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 12.15% | 43.03%-30.9pp | 40.50%-28.3pp | 578.57%-566.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,672 | $5,834-37.1% | $5,045-27.2% | $5,439-32.5% |
| Admin fee / account holder | $20 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |