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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 | $13,475 | $106,267-87.3% | $96,520-86.0% | $139,456-90.3% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 26.43% | 38.45%-12.0pp | 35.72%-9.3pp | 373.45%-347.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,788 | $5,454-30.5% | $4,879-22.4% | $6,711-43.6% |
| Admin fee / account holder | $36 | $7,882-99.5% | $6,733-99.5% | $11,407-99.7% |