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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 | $172,111-88.7% | $150,298-87.1% | $137,256-85.8% |
| Participation rate | 34.8% | 81.7%-46.9pp | 77.8%-43.0pp | 80.0%-45.2pp |
| Annual return | 21.73% | 69.37%-47.6pp | 62.79%-41.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,241 | $6,166-63.7% | $5,453-58.9% | $6,407-65.0% |
| Admin fee / account holder | $21 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |