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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 | $51,937 | $232,540-77.7% | $185,117-71.9% | $147,586-64.8% |
| Participation rate | 26.7% | 82.4%-55.7pp | 77.3%-50.6pp | 82.8%-56.2pp |
| Annual return | 19.58% | 43.03%-23.4pp | 40.50%-20.9pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,122 | $5,834-46.5% | $5,045-38.1% | $5,439-42.6% |
| Admin fee / account holder | $9 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |