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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 | $135,562 | $201,344-32.7% | $184,243-26.4% | $145,877-7.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.71% | 29.01%-19.3pp | 28.82%-19.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,112 | $9,807-37.7% | $9,132-33.1% | $6,691-8.7% |
| Admin fee / account holder | $148 | $16,382-99.1% | $13,914-98.9% | $13,402-98.9% |