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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 | $227,835 | $167,415+36.1% | $140,514+62.1% | $198,609+14.7% |
| Participation rate | 42.9% | 80.9%-38.0pp | 77.8%-34.9pp | 82.4%-39.5pp |
| Annual return | 18.29% | 13.85%+4.4pp | 14.36%+3.9pp | 202.70%-184.4pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,755 | $5,579+39.0% | $4,919+57.7% | $6,977+11.2% |
| Admin fee / account holder | $20 | $16,730-99.9% | $13,697-99.9% | $19,030-99.9% |