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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 | $24,920 | $93,598-73.4% | $135,974-81.7% | $75,173-66.8% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 36.71% | 30.89%+5.8pp | 68.30%-31.6pp | 160.72%-124.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,254 | $6,405+91.3% | $7,760+57.9% | $4,126+197.0% |
| Admin fee / account holder | $236 | $6,978-96.6% | $10,767-97.8% | $5,651-95.8% |