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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 | $126,232 | $105,856+19.2% | $90,161+40.0% | $147,586-14.5% |
| Participation rate | 64.7% | 79.7%-15.0pp | 76.9%-12.2pp | 82.8%-18.1pp |
| Annual return | 17.94% | 37.63%-19.7pp | 34.89%-16.9pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,250 | $5,733-8.4% | $5,287-0.7% | $5,439-3.5% |
| Admin fee / account holder | $7 | $8,046-99.9% | $5,943-99.9% | $10,886-99.9% |