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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 | $198,027 | $115,917+70.8% | $100,535+97.0% | $158,982+24.6% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 20.82% | 34.80%-14.0pp | 30.90%-10.1pp | 302.99%-282.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,289 | $6,677-5.8% | $6,271+0.3% | $5,983+5.1% |
| Admin fee / account holder | $10 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |