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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 | $25,232 | $166,242-84.8% | $165,071-84.7% | $145,884-82.7% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 19.01% | 100.44%-81.4pp | 70.17%-51.2pp | 551.85%-532.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,298 | $6,964+4.8% | $6,035+20.9% | $6,690+9.1% |
| Admin fee / account holder | $161 | $16,658-99.0% | $12,695-98.7% | $13,392-98.8% |