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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 | $106,423 | $53,128+100.3% | $86,582+22.9% | $70,126+51.8% |
| Participation rate | 46.2% | 65.3%-19.2pp | 73.5%-27.4pp | 69.5%-23.4pp |
| Annual return | 17.37% | 27.66%-10.3pp | 965.08%-947.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,907 | $2,695+45.0% | $3,609+8.3% | $3,332+17.3% |
| Admin fee / account holder | $239 | $3,584-93.3% | $4,904-95.1% | $4,645-94.8% |