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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 | $33,468 | $227,597-85.3% | $189,575-82.3% | $167,536-80.0% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.4%-49.9pp | 82.1%-53.5pp |
| Annual return | 15.22% | 78.44%-63.2pp | 64.19%-49.0pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,122 | $7,002-69.7% | $6,174-65.6% | $6,342-66.5% |
| Admin fee / account holder | $8 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |