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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 | $72,445 | $185,905-61.0% | $170,057-57.4% | $139,487-48.1% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 18.76% | 60.56%-41.8pp | 53.42%-34.7pp | 373.84%-355.1pp |
| Employer contribution / active EE | $1,415 | $7,597-81.4% | $6,790-79.2% | $4,755-70.2% |
| Participant deferral / active EE | $3,135 | $11,627-73.0% | $10,411-69.9% | $6,713-53.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |