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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 | $193,017 | $76,407+152.6% | $150,298+28.4% | $82,448+134.1% |
| Participation rate | 32.5% | 66.4%-33.9pp | 77.8%-45.3pp | 68.1%-35.6pp |
| Annual return | 14.32% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,637 | $3,214-49.1% | $5,453-70.0% | $4,139-60.5% |
| Admin fee / account holder | $6 | $6,352-99.9% | $14,116-100.0% | $7,234-99.9% |