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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 | $112,389 | $47,848+134.9% | $81,473+37.9% | $70,126+60.3% |
| Participation rate | 31.0% | 58.3%-27.2pp | 68.0%-36.9pp | 69.5%-38.5pp |
| Annual return | 40.98% | 27.25%+13.7pp | 38.78%+2.2pp | 73.15%-32.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,577 | $2,453-35.7% | $3,537-55.4% | $3,332-52.7% |
| Admin fee / account holder | $66 | $3,145-97.9% | $4,561-98.5% | $4,645-98.6% |