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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 | $25,540 | $141,001-81.9% | $112,228-77.2% | $139,487-81.7% |
| Participation rate | 61.5% | 79.2%-17.7pp | 72.4%-10.9pp | 80.3%-18.8pp |
| Annual return | 20.58% | 32.75%-12.2pp | 30.23%-9.6pp | 373.84%-353.3pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,022 | $5,877-65.6% | $4,800-57.9% | $6,713-69.9% |
| Admin fee / account holder | $224 | $9,959-97.8% | $7,752-97.1% | $11,407-98.0% |