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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 | $25,368 | $136,860-81.5% | $120,344-78.9% | $154,746-83.6% |
| Participation rate | 68.4% | 79.9%-11.5pp | 76.7%-8.3pp | 80.7%-12.3pp |
| Annual return | 15.41% | 21.38%-6.0pp | 20.30%-4.9pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,571 | $5,793-38.4% | $5,135-30.4% | $6,730-46.9% |
| Admin fee / account holder | $282 | $15,393-98.2% | $12,742-97.8% | $14,365-98.0% |