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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 | $37,945 | $110,379-65.6% | $102,412-62.9% | $145,884-74.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.72% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,121 | $5,622+8.9% | $5,060+21.0% | $6,690-8.5% |
| Admin fee / account holder | $210 | $9,745-97.9% | $8,388-97.5% | $13,392-98.4% |