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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 | $17,261 | $148,582-88.4% | $135,942-87.3% | $139,456-87.6% |
| Participation rate | 47.8% | 83.9%-36.0pp | 81.9%-34.1pp | 80.3%-32.5pp |
| Annual return | 43.80% | 79.26%-35.5pp | 68.28%-24.5pp | 373.45%-329.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,922 | $8,101-14.6% | $7,759-10.8% | $6,711+3.1% |
| Admin fee / account holder | $218 | $12,402-98.2% | $10,764-98.0% | $11,407-98.1% |