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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 | $88,835 | $99,345-10.6% | $84,753+4.8% | $273,972-67.6% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 5.99% | 22.93%-16.9pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $182 | $4,214-95.7% | $3,574-94.9% | $4,869-96.3% |
| Participant deferral / active EE | $2,670 | $4,270-37.5% | $3,712-28.1% | $5,287-49.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |