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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 | $19,426 | $185,312-89.5% | $161,489-88.0% | $154,746-87.4% |
| Participation rate | 34.8% | 82.5%-47.7pp | 78.7%-43.9pp | 80.7%-45.9pp |
| Annual return | 21.73% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,241 | $6,350-64.7% | $5,630-60.2% | $6,730-66.7% |
| Admin fee / account holder | $21 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |