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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 | $18,033 | $183,539-90.2% | $155,556-88.4% | $145,897-87.6% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 27.54% | 61.31%-33.8pp | 64.84%-37.3pp | 552.29%-524.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,570 | $6,467-60.3% | $5,631-54.4% | $6,689-61.6% |
| Admin fee / account holder | $247 | $19,275-98.7% | $15,885-98.4% | $13,390-98.2% |