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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 | $239,351 | $99,345+140.9% | $84,753+182.4% | $273,972-12.6% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 5.73% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,964 | $4,270+86.5% | $3,712+114.6% | $5,287+50.6% |
| Admin fee / account holder | $150 | $6,645-97.7% | $5,333-97.2% | $10,133-98.5% |