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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 | $28,180 | $228,352-87.7% | $185,835-84.8% | $158,966-82.3% |
| Participation rate | 26.1% | 82.3%-56.2pp | 78.0%-52.0pp | 82.0%-55.9pp |
| Annual return | 13.80% | 40.81%-27.0pp | 35.96%-22.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,067 | $6,416-52.2% | $5,633-45.5% | $5,983-48.7% |
| Admin fee / account holder | $296 | $11,867-97.5% | $9,502-96.9% | $11,250-97.4% |