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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 | $27,735 | $92,798-70.1% | $96,707-71.3% | $137,256-79.8% |
| Participation rate | 61.1% | 81.6%-20.5pp | 80.4%-19.2pp | 80.0%-18.8pp |
| Annual return | 22.68% | 31.24%-8.6pp | 34.78%-12.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,598 | $5,877+46.3% | $5,997+43.4% | $6,407+34.2% |
| Admin fee / account holder | $219 | $7,946-97.2% | $7,503-97.1% | $12,270-98.2% |