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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 | $92,025 | $81,504+12.9% | $102,437-10.2% | $80,959+13.7% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 18.19% | 25.60%-7.4pp | 24.95%-6.8pp | 35.67%-17.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,153 | $3,871+33.1% | $5,060+1.8% | $4,300+19.8% |
| Admin fee / account holder | $262 | $6,719-96.1% | $8,388-96.9% | $6,925-96.2% |