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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 | $33,408 | $157,276-78.8% | $141,177-76.3% | $152,885-78.1% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 30.70% | 64.33%-33.6pp | 71.40%-40.7pp | 345.39%-314.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,001 | $7,110-29.7% | $6,710-25.5% | $5,851-14.5% |
| Admin fee / account holder | $14 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |