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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 | $132,180 | $89,259+48.1% | $107,187+23.3% | $82,637+60.0% |
| Participation rate | 23.4% | 67.9%-44.5pp | 75.0%-51.6pp | 68.1%-44.7pp |
| Annual return | 38.47% | 21.02%+17.4pp | 204.55%-166.1pp | 53.51%-15.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,043 | $4,037-49.4% | $5,096-59.9% | $4,126-50.5% |
| Admin fee / account holder | $1 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |