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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 | $29,955 | $148,629-79.8% | $135,982-78.0% | $139,487-78.5% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.4pp | 80.3%-51.8pp |
| Annual return | 20.47% | 79.33%-58.9pp | 68.32%-47.9pp | 373.84%-353.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,276 | $8,102-47.2% | $7,760-44.9% | $6,713-36.3% |
| Admin fee / account holder | $76 | $12,406-99.4% | $10,767-99.3% | $11,407-99.3% |