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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 | $107,524 | $46,877+129.4% | $122,354-12.1% | $70,126+53.3% |
| Participation rate | 32.8% | 58.2%-25.4pp | 71.6%-38.9pp | 69.5%-36.8pp |
| Annual return | 17.74% | 24.22%-6.5pp | 30.28%-12.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,062 | $2,167+87.4% | $3,287+23.6% | $3,332+21.9% |
| Admin fee / account holder | $90 | $3,324-97.3% | $5,479-98.4% | $4,645-98.1% |