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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 | $231,200 | $228,395+1.2% | $185,861+24.4% | $158,982+45.4% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 18.58% | 40.82%-22.2pp | 35.96%-17.4pp | 302.99%-284.4pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,333 | $6,417-32.5% | $5,634-23.1% | $5,983-27.6% |
| Admin fee / account holder | $30 | $11,869-99.7% | $9,503-99.7% | $11,252-99.7% |