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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 | $63,449 | $211,224-70.0% | $178,505-64.5% | $145,897-56.5% |
| Participation rate | 31.3% | 80.8%-49.6pp | 77.1%-45.9pp | 80.3%-49.1pp |
| Annual return | 21.23% | 30.28%-9.0pp | 27.16%-5.9pp | 552.29%-531.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,597 | $6,966-48.4% | $6,280-42.7% | $6,689-46.2% |
| Admin fee / account holder | $8 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |