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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 | $105,284+128.3% | $150,734+59.5% | $94,015+155.7% |
| Participation rate | 35.5% | 71.7%-36.3pp | 78.4%-43.0pp | 70.8%-35.3pp |
| Annual return | 13.94% | 15.67%-1.7pp | 600.81%-586.9pp | 17.84%-3.9pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,947 | $4,274-7.6% | $5,610-29.6% | $4,249-7.1% |
| Admin fee / account holder | $7 | $9,839-99.9% | $14,905-100.0% | $8,951-99.9% |