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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 | $77,926 | $43,075+80.9% | $74,577+4.5% | $62,881+23.9% |
| Participation rate | 31.3% | 58.1%-26.8pp | 68.1%-36.9pp | 69.3%-38.1pp |
| Annual return | 5.34% | 17.50%-12.2pp | 20.47%-15.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,206 | $2,389+34.2% | $3,458-7.3% | $3,203+0.1% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |