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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 | $98,300 | $178,174-44.8% | $156,181-37.1% | $137,256-28.4% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.8%-25.0pp | 80.0%-26.1pp |
| Annual return | 19.25% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,917 | $6,888-57.7% | $6,132-52.4% | $6,407-54.5% |
| Admin fee / account holder | $26 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |