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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 | $240,357 | $88,672+171.1% | $105,223+128.4% | $82,448+191.5% |
| Participation rate | 35.5% | 67.9%-32.4pp | 75.0%-39.6pp | 68.1%-32.6pp |
| Annual return | 13.94% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,947 | $4,036-2.2% | $5,072-22.2% | $4,139-4.6% |
| Admin fee / account holder | $7 | $7,146-99.9% | $8,859-99.9% | $7,234-99.9% |