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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 | $10,293 | $101,618-89.9% | $93,063-88.9% | $137,256-92.5% |
| Participation rate | 58.3% | 74.9%-16.6pp | 72.1%-13.8pp | 80.0%-21.6pp |
| Annual return | 21.04% | 223.95%-202.9pp | 34.15%-13.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,835 | $4,279+13.0% | $3,958+22.2% | $6,407-24.5% |
| Admin fee / account holder | $243 | $6,198-96.1% | $6,033-96.0% | $12,270-98.0% |