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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 | $161,352-27.3% | $134,172-12.6% | $137,256-14.6% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 18.65% | 28.72%-10.1pp | 25.30%-6.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,147 | $5,552-25.3% | $4,690-11.6% | $6,407-35.3% |
| Admin fee / account holder | $246 | $15,028-98.4% | $12,016-98.0% | $12,270-98.0% |