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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 | $174,659 | $49,024+256.3% | $112,860+54.8% | $87,485+99.6% |
| Participation rate | 18.5% | 62.2%-43.7pp | 66.3%-47.9pp | 68.9%-50.5pp |
| Annual return | 17.65% | 43.86%-26.2pp | 35.26%-17.6pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,131 | $2,209-48.8% | $3,493-67.6% | $4,274-73.5% |
| Admin fee / account holder | $205 | $6,266-96.7% | $6,841-97.0% | $7,775-97.4% |