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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 | $21,252 | $154,159-86.2% | $130,026-83.7% | $139,456-84.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 21.90% | 32.50%-10.6pp | -137.26%+159.2pp | 373.45%-351.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,009 | $6,710+19.4% | $5,821+37.6% | $6,711+19.3% |
| Admin fee / account holder | $38 | $14,001-99.7% | $10,608-99.6% | $11,407-99.7% |