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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 | $113,221 | $54,541+107.6% | $78,778+43.7% | $70,126+61.5% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.2%-25.2pp | 69.5%-25.5pp |
| Annual return | 22.99% | 21.07%+1.9pp | 35.62%-12.6pp | 73.15%-50.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,123 | $2,210+41.3% | $2,958+5.6% | $3,332-6.3% |
| Admin fee / account holder | $279 | $3,709-92.5% | $5,134-94.6% | $4,645-94.0% |