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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 | $51,380 | $183,627-72.0% | $155,602-67.0% | $145,978-64.8% |
| Participation rate | 11.1% | 82.7%-71.6pp | 78.2%-67.1pp | 80.3%-69.2pp |
| Annual return | 10.86% | 61.32%-50.5pp | 64.81%-53.9pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,223 | $6,466-50.2% | $5,629-42.7% | $6,690-51.8% |
| Admin fee / account holder | $270 | $19,327-98.6% | $15,923-98.3% | $13,400-98.0% |