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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 | $119,487 | $86,330+38.4% | $121,871-2.0% | $94,015+27.1% |
| Participation rate | 40.0% | 66.7%-26.7pp | 73.2%-33.2pp | 70.8%-30.8pp |
| Annual return | 12.87% | 14.95%-2.1pp | 13.57%-0.7pp | 17.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,517 | $3,146-20.0% | $4,318-41.7% | $4,249-40.8% |
| Admin fee / account holder | $97 | $7,346-98.7% | $11,551-99.2% | $8,951-98.9% |