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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 | $185,312-87.5% | $161,489-85.7% | $154,746-85.1% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.7%-26.5pp | 80.7%-28.5pp |
| Annual return | 23.76% | 103.84%-80.1pp | 89.72%-66.0pp | 172.34%-148.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,014 | $6,350-68.3% | $5,630-64.2% | $6,730-70.1% |
| Admin fee / account holder | $226 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |