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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 | $104,241 | $113,338-8.0% | $94,993+9.7% | $147,586-29.4% |
| Participation rate | 21.4% | 78.0%-56.5pp | 73.9%-52.5pp | 82.8%-61.4pp |
| Annual return | 18.94% | 20.80%-1.9pp | 27.14%-8.2pp | 578.59%-559.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,694 | $3,777-28.7% | $3,317-18.8% | $5,439-50.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |