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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 | $192,672 | $81,476+136.5% | $102,383+88.2% | $80,925+138.1% |
| Participation rate | 20.5% | 66.8%-46.4pp | 74.5%-54.0pp | 67.7%-47.2pp |
| Annual return | 13.88% | 25.59%-11.7pp | 24.94%-11.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,801 | $3,871-53.5% | $5,060-64.4% | $4,299-58.1% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |