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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 | $157,244 | $63,346+148.2% | $92,240+70.5% | $70,126+124.2% |
| Participation rate | 22.0% | 68.7%-46.7pp | 76.5%-54.5pp | 69.5%-47.6pp |
| Annual return | 23.54% | 530.19%-506.6pp | 176.29%-152.8pp | 73.15%-49.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,288 | $2,854-54.9% | $3,897-67.0% | $3,332-61.3% |
| Admin fee / account holder | $8 | $3,841-99.8% | $5,194-99.8% | $4,645-99.8% |