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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 | $215,948 | $176,786+22.2% | $146,643+47.3% | $167,536+28.9% |
| Participation rate | 55.6% | 83.6%-28.1pp | 80.1%-24.5pp | 82.1%-26.6pp |
| Annual return | 31.28% | 24.04%+7.2pp | 22.75%+8.5pp | 478.82%-447.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,221 | $6,440-65.5% | $5,506-59.7% | $6,342-65.0% |
| Admin fee / account holder | $20 | $13,262-99.9% | $10,280-99.8% | $12,315-99.8% |