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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 | $23,323 | $115,225-79.8% | $100,712-76.8% | $138,895-83.2% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 10.88% | 40.35%-29.5pp | 33.27%-22.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,733 | $4,699-20.6% | $4,085-8.6% | $6,396-41.6% |
| Admin fee / account holder | $276 | $10,844-97.5% | $9,256-97.0% | $12,562-97.8% |