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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 | $72,607+64.6% | $90,259+32.4% | $87,485+36.6% |
| Participation rate | 40.0% | 64.8%-24.8pp | 70.7%-30.7pp | 68.9%-28.9pp |
| Annual return | 12.87% | 18.59%-5.7pp | 18.88%-6.0pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,517 | $3,055-17.6% | $3,827-34.2% | $4,274-41.1% |
| Admin fee / account holder | $97 | $5,947-98.4% | $7,267-98.7% | $7,775-98.7% |