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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 | $23,450 | $162,136-85.5% | $152,301-84.6% | $154,746-84.8% |
| Participation rate | 42.1% | 84.1%-42.0pp | 82.4%-40.3pp | 80.7%-38.6pp |
| Annual return | 18.97% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,898 | $8,341-65.3% | $8,004-63.8% | $6,730-56.9% |
| Admin fee / account holder | $136 | $15,759-99.1% | $14,398-99.1% | $14,365-99.1% |