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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 | $58,018 | $228,352-74.6% | $185,827-68.8% | $158,950-63.5% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 21.10% | 40.81%-19.7pp | 35.96%-14.9pp | 302.91%-281.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,290 | $6,416-64.3% | $5,633-59.3% | $5,983-61.7% |
| Admin fee / account holder | $8 | $11,867-99.9% | $9,502-99.9% | $11,248-99.9% |