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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 | $196,796 | $85,024+131.5% | $70,544+179.0% | $139,466+41.1% |
| Participation rate | 12.5% | 73.9%-61.4pp | 68.4%-55.9pp | 80.3%-67.8pp |
| Annual return | 20.61% | 30.39%-9.8pp | 32.79%-12.2pp | 373.66%-353.1pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,434 | $5,891-75.7% | $4,568-68.6% | $6,712-78.6% |
| Admin fee / account holder | $60 | $8,928-99.3% | $6,427-99.1% | $11,409-99.5% |