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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 | $25,484 | $166,089-84.7% | $164,928-84.5% | $145,978-82.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 14.65% | 100.26%-85.6pp | 70.08%-55.4pp | 550.52%-535.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,790 | $6,961-31.2% | $6,034-20.6% | $6,690-28.4% |
| Admin fee / account holder | $157 | $16,641-99.1% | $12,684-98.8% | $13,400-98.8% |