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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 | $155,497 | $99,345+56.5% | $84,753+83.5% | $273,972-43.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 8.47% | 22.93%-14.5pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,253 | $4,270+93.3% | $3,712+122.3% | $5,287+56.1% |
| Admin fee / account holder | $1 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |