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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 | $70,456 | $85,060-17.2% | $70,548-0.1% | $139,456-49.5% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 16.84% | 30.38%-13.5pp | 32.78%-15.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,333 | $5,890+7.5% | $4,567+38.7% | $6,711-5.6% |
| Admin fee / account holder | $299 | $8,925-96.6% | $6,424-95.3% | $11,407-97.4% |