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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 | $174,873 | $93,346+87.3% | $71,796+143.6% | $273,972-36.2% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.1%-14.1pp | 83.0%-28.0pp |
| Annual return | 7.89% | 130.39%-122.5pp | 78.04%-70.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,521 | $3,475+1.3% | $2,794+26.0% | $5,287-33.4% |
| Admin fee / account holder | $152 | $6,571-97.7% | $4,815-96.8% | $10,133-98.5% |