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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 | $80,442 | $106,267-24.3% | $96,520-16.7% | $139,456-42.3% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 22.04% | 38.45%-16.4pp | 35.72%-13.7pp | 373.45%-351.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,368 | $5,454+53.4% | $4,879+71.5% | $6,711+24.7% |
| Admin fee / account holder | $280 | $7,882-96.5% | $6,733-95.8% | $11,407-97.5% |