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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 | $37,525 | $181,062-79.3% | $158,223-76.3% | $155,188-75.8% |
| Participation rate | 41.2% | 82.7%-41.5pp | 79.2%-38.0pp | 80.8%-39.6pp |
| Annual return | 19.76% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,246 | $6,134-63.4% | $5,467-58.9% | $6,531-65.6% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |