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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 | $18,775 | $148,623-87.4% | $135,974-86.2% | $139,466-86.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 32.26% | 79.30%-47.0pp | 68.30%-36.0pp | 373.66%-341.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,000 | $8,103-63.0% | $7,760-61.3% | $6,712-55.3% |
| Admin fee / account holder | $6 | $12,406-100.0% | $10,767-99.9% | $11,409-99.9% |