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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 | $153,306 | $98,240+56.1% | $82,313+86.2% | $147,585+3.9% |
| Participation rate | 27.8% | 79.7%-51.9pp | 76.9%-49.1pp | 82.8%-55.1pp |
| Annual return | 16.56% | 30.85%-14.3pp | 25.88%-9.3pp | 578.58%-562.0pp |
| Employer contribution / active EE | -$134 | $3,192-104.2% | $2,428-105.5% | $4,876-102.7% |
| Participant deferral / active EE | $2,332 | $4,383-46.8% | $3,706-37.1% | $5,439-57.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |