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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 | $87,665 | $63,904+37.2% | $89,340-1.9% | $67,986+28.9% |
| Participation rate | 31.7% | 54.3%-22.6pp | 69.6%-37.8pp | 57.2%-25.5pp |
| Annual return | 17.71% | 18.09%-0.4pp | 20.57%-2.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,308 | $2,691-51.4% | $3,823-65.8% | $3,358-61.0% |
| Admin fee / account holder | $111 | $3,315-96.7% | $6,704-98.3% | $3,203-96.5% |