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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 | $78,690+118.9% | $161,489+6.7% | $87,485+96.9% |
| Participation rate | 26.7% | 67.5%-40.8pp | 78.7%-52.0pp | 68.9%-42.3pp |
| Annual return | 17.55% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,241 | $3,311-2.1% | $5,630-42.4% | $4,274-24.2% |
| Admin fee / account holder | $6 | $6,724-99.9% | $16,006-100.0% | $7,775-99.9% |