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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 | $19,535 | $110,379-82.3% | $102,412-80.9% | $145,884-86.6% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 9.56% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,972 | $5,622-29.3% | $5,060-21.5% | $6,690-40.6% |
| Admin fee / account holder | $80 | $9,745-99.2% | $8,388-99.0% | $13,392-99.4% |