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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 | $117,264 | $177,156-33.8% | $147,027-20.2% | $154,746-24.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 18.65% | 21.94%-3.3pp | 20.23%-1.6pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,147 | $5,797-28.5% | $4,933-15.9% | $6,730-38.4% |
| Admin fee / account holder | $246 | $14,904-98.3% | $12,223-98.0% | $14,365-98.3% |