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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 | $33,645 | $125,778-73.3% | $114,563-70.6% | $154,746-78.3% |
| Participation rate | 29.2% | 75.2%-46.0pp | 72.9%-43.7pp | 80.7%-51.5pp |
| Annual return | 18.37% | 295.14%-276.8pp | 241.09%-222.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,833 | $4,445-58.8% | $4,142-55.8% | $6,730-72.8% |
| Admin fee / account holder | $8 | $8,190-99.9% | $7,623-99.9% | $14,365-99.9% |