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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 | $23,122 | $172,111-86.6% | $150,298-84.6% | $137,256-83.2% |
| Participation rate | 52.2% | 81.7%-29.5pp | 77.8%-25.6pp | 80.0%-27.8pp |
| Annual return | 23.76% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,014 | $6,166-67.3% | $5,453-63.1% | $6,407-68.6% |
| Admin fee / account holder | $226 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |