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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 | $27,985 | $135,956-79.4% | $123,894-77.4% | $273,972-89.8% |
| Participation rate | 55.0% | 84.1%-29.1pp | 81.4%-26.4pp | 83.0%-28.0pp |
| Annual return | 13.16% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,954 | $6,343+25.4% | $5,984+32.9% | $5,287+50.4% |
| Admin fee / account holder | $172 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |