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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 | $31,378 | $211,239-85.1% | $178,528-82.4% | $145,877-78.5% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 17.96% | 30.22%-12.3pp | 27.11%-9.2pp | 551.28%-533.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,918 | $6,963-43.7% | $6,278-37.6% | $6,691-41.4% |
| Admin fee / account holder | $146 | $12,095-98.8% | $10,419-98.6% | $13,402-98.9% |