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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 | $97,559 | $201,370-51.6% | $184,256-47.1% | $145,897-33.1% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 13.14% | 29.05%-15.9pp | 28.85%-15.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,418 | $9,808-44.8% | $9,133-40.7% | $6,689-19.0% |
| Admin fee / account holder | $58 | $16,364-99.6% | $13,899-99.6% | $13,390-99.6% |