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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 | $174,379-86.7% | $152,093-84.8% | $138,895-83.4% |
| Participation rate | 52.2% | 81.6%-29.5pp | 77.8%-25.6pp | 79.9%-27.7pp |
| Annual return | 23.76% | 74.86%-51.1pp | 66.36%-42.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,014 | $6,159-67.3% | $5,451-63.1% | $6,396-68.5% |
| Admin fee / account holder | $226 | $16,880-98.7% | $14,497-98.4% | $12,562-98.2% |