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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 | $41,730 | $154,228-72.9% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 18.83% | 74.59%-55.8pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,114 | $8,216+23.1% | $7,897+28.1% | $6,407+57.9% |
| Admin fee / account holder | $256 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |