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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 | $178,855 | $115,903+54.3% | $100,528+77.9% | $158,966+12.5% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.4%-39.4pp | 82.0%-42.0pp |
| Annual return | 19.27% | 34.80%-15.5pp | 30.90%-11.6pp | 302.95%-283.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,716 | $6,677-29.4% | $6,271-24.8% | $5,983-21.2% |
| Admin fee / account holder | $30 | $11,000-99.7% | $8,084-99.6% | $11,250-99.7% |