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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 | $82,927 | $102,245-18.9% | $89,340-7.2% | $137,256-39.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.68% | 21.89%-5.2pp | 20.57%-3.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,115 | $4,436+15.3% | $3,823+33.8% | $6,407-20.2% |
| Admin fee / account holder | $30 | $8,085-99.6% | $6,704-99.6% | $12,270-99.8% |