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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 | $187,283 | $104,650+79.0% | $83,854+123.3% | $155,188+20.7% |
| Participation rate | 42.9% | 65.1%-22.2pp | 59.1%-16.3pp | 80.8%-37.9pp |
| Annual return | 3.10% | 28.97%-25.9pp | 31.39%-28.3pp | 148.84%-145.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,608 | $2,367-32.1% | $2,035-21.0% | $6,531-75.4% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |