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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 | $185,434 | $110,278+68.2% | $95,740+93.7% | $139,466+33.0% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 25.66% | 27.19%-1.5pp | 28.41%-2.7pp | 373.66%-348.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,539 | $4,674-67.1% | $4,244-63.7% | $6,712-77.1% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,676-99.6% | $11,409-99.8% |