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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 | $173,156 | $115,225+50.3% | $100,712+71.9% | $138,895+24.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 17.88% | 40.35%-22.5pp | 33.27%-15.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,220 | $4,699+96.2% | $4,085+125.7% | $6,396+44.1% |
| Admin fee / account holder | $60 | $10,844-99.4% | $9,256-99.4% | $12,562-99.5% |