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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 | $148,141 | $126,661+17.0% | $113,397+30.6% | $138,895+6.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 13.25% | 25.05%-11.8pp | 23.20%-10.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,265 | $5,693-60.2% | $5,076-55.4% | $6,396-64.6% |
| Admin fee / account holder | $273 | $14,549-98.1% | $11,957-97.7% | $12,562-97.8% |