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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 | $83,529 | $76,551+9.1% | $123,894-32.6% | $62,881+32.8% |
| Participation rate | 44.1% | 73.0%-28.9pp | 81.4%-37.3pp | 69.3%-25.2pp |
| Annual return | 9.44% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,928 | $4,840+22.5% | $5,984-0.9% | $3,203+85.1% |
| Admin fee / account holder | $89 | $4,826-98.1% | $8,357-98.9% | $4,296-97.9% |