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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 | $179,393 | $162,821+10.2% | $133,978+33.9% | $158,982+12.8% |
| Participation rate | 47.4% | 83.2%-35.9pp | 79.8%-32.5pp | 82.0%-34.6pp |
| Annual return | 6.49% | 41.95%-35.5pp | 45.10%-38.6pp | 302.99%-296.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,906 | $5,910-67.7% | $5,047-62.2% | $5,983-68.1% |
| Admin fee / account holder | $208 | $11,742-98.2% | $8,930-97.7% | $11,252-98.1% |