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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 | $71,422 | $165,381-56.8% | $149,730-52.3% | $158,966-55.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 14.21% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,933 | $7,182-45.2% | $6,843-42.5% | $5,983-34.3% |
| Admin fee / account holder | $172 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |