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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 | $31,584 | $201,370-84.3% | $184,256-82.9% | $145,897-78.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.24% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,422 | $9,808-24.3% | $9,133-18.7% | $6,689+11.0% |
| Admin fee / account holder | $163 | $16,364-99.0% | $13,899-98.8% | $13,390-98.8% |