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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 | $26,979 | $201,372-86.6% | $184,260-85.4% | $145,884-81.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 19.68% | 29.04%-9.4pp | 28.84%-9.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,793 | $9,808-61.3% | $9,133-58.5% | $6,690-43.3% |
| Admin fee / account holder | $36 | $16,362-99.8% | $13,898-99.7% | $13,392-99.7% |