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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 | $154,334 | $77,472+99.2% | $100,392+53.7% | $80,935+90.7% |
| Participation rate | 43.6% | 76.9%-33.4pp | 81.5%-37.9pp | 67.7%-24.1pp |
| Annual return | 16.50% | 37.26%-20.8pp | 49.45%-33.0pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,276 | $6,818-37.3% | $8,090-47.1% | $4,299-0.6% |
| Admin fee / account holder | $0 | $5,885-100.0% | $7,904-100.0% | $6,924-100.0% |