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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 | $143,539 | $115,917+23.8% | $100,535+42.8% | $158,982-9.7% |
| Participation rate | 46.2% | 81.6%-35.4pp | 79.4%-33.3pp | 82.0%-35.8pp |
| Annual return | 27.44% | 34.80%-7.4pp | 30.90%-3.5pp | 302.99%-275.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,898 | $6,677-56.6% | $6,271-53.8% | $5,983-51.6% |
| Admin fee / account holder | $208 | $11,002-98.1% | $8,085-97.4% | $11,252-98.1% |