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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 | $113,471 | $113,338+0.1% | $94,993+19.5% | $147,586-23.1% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 20.68% | 20.80%-0.1pp | 27.14%-6.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $786 | $3,777-79.2% | $3,317-76.3% | $5,439-85.5% |
| Admin fee / account holder | $203 | $6,063-96.7% | $4,960-95.9% | $10,886-98.1% |