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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 | $209,601 | $110,212+90.2% | $96,534+117.1% | $139,466+50.3% |
| Participation rate | 41.7% | 78.1%-36.5pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 23.78% | 26.42%-2.6pp | 25.88%-2.1pp | 373.66%-349.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,468 | $5,547-19.5% | $4,851-7.9% | $6,712-33.4% |
| Admin fee / account holder | $28 | $11,599-99.8% | $8,253-99.7% | $11,409-99.8% |