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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 | $154,228-84.8% | $145,433-83.9% | $137,256-82.9% |
| Participation rate | 42.1% | 83.8%-41.7pp | 82.1%-40.0pp | 80.0%-37.9pp |
| Annual return | 18.97% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,898 | $8,216-64.7% | $7,897-63.3% | $6,407-54.8% |
| Admin fee / account holder | $136 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |