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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 | $127,966 | $132,310-3.3% | $105,754+21.0% | $273,972-53.3% |
| Participation rate | 58.8% | 83.2%-24.4pp | 78.9%-20.1pp | 83.0%-24.2pp |
| Annual return | 2.99% | 10.08%-7.1pp | 12.25%-9.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,428 | $6,233+3.1% | $5,326+20.7% | $5,287+21.6% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |