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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 | $76,651 | $185,905-58.8% | $170,057-54.9% | $139,487-45.0% |
| Participation rate | 28.6% | 87.8%-59.2pp | 87.0%-58.4pp | 80.3%-51.8pp |
| Annual return | 16.71% | 60.56%-43.9pp | 53.42%-36.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,598 | $11,627-60.5% | $10,411-55.8% | $6,713-31.5% |
| Admin fee / account holder | $51 | $15,397-99.7% | $12,826-99.6% | $11,407-99.6% |