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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 | $23,987 | $72,272-66.8% | $101,264-76.3% | $79,858-70.0% |
| Participation rate | 56.7% | 68.5%-11.8pp | 75.8%-19.1pp | 69.6%-13.0pp |
| Annual return | 110.33% | 22.30%+88.0pp | 46.48%+63.9pp | 31.72%+78.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,184 | $3,282+27.5% | $4,370-4.3% | $3,740+11.9% |
| Admin fee / account holder | $25 | $4,401-99.4% | $5,947-99.6% | $5,306-99.5% |