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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 | $172,264 | $86,050+100.2% | $189,758-9.2% | $94,015+83.2% |
| Participation rate | 26.7% | 68.9%-42.2pp | 79.8%-53.1pp | 70.8%-44.2pp |
| Annual return | 17.55% | 17.77%-0.2pp | 52.62%-35.1pp | 17.84%-0.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,241 | $3,349-3.2% | $5,856-44.7% | $4,249-23.7% |
| Admin fee / account holder | $6 | $6,627-99.9% | $20,388-100.0% | $8,951-99.9% |