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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 | $179,864 | $79,449+126.4% | $189,558-5.1% | $85,856+109.5% |
| Participation rate | 38.5% | 66.0%-27.5pp | 78.5%-40.0pp | 69.3%-30.9pp |
| Annual return | 13.77% | 18.45%-4.7pp | 64.19%-50.4pp | 318.58%-304.8pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,785 | $4,051-31.3% | $6,174-54.9% | $3,952-29.5% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,809-100.0% | $6,261-100.0% |