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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 | $209,259 | $115,903+80.5% | $100,528+108.2% | $158,966+31.6% |
| Participation rate | 47.1% | 81.6%-34.5pp | 79.4%-32.4pp | 82.0%-34.9pp |
| Annual return | 15.35% | 34.80%-19.5pp | 30.90%-15.5pp | 302.95%-287.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,408 | $6,677-34.0% | $6,271-29.7% | $5,983-26.3% |
| Admin fee / account holder | $178 | $11,000-98.4% | $8,084-97.8% | $11,250-98.4% |