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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 | $61,526 | $57,590+6.8% | $86,233-28.7% | $82,448-25.4% |
| Participation rate | 41.7% | 57.9%-16.2pp | 69.0%-27.4pp | 68.1%-26.4pp |
| Annual return | 18.47% | 22.41%-3.9pp | 61.39%-42.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,599 | $3,080+16.9% | $4,559-21.1% | $4,139-13.1% |
| Admin fee / account holder | $122 | $4,730-97.4% | $8,342-98.5% | $7,234-98.3% |