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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 | $98,504 | $64,729+52.2% | $112,263-12.3% | $68,490+43.8% |
| Participation rate | 46.7% | 67.2%-20.5pp | 75.1%-28.4pp | 67.9%-21.2pp |
| Annual return | 13.78% | -11.40%+25.2pp | 27.49%-13.7pp | -7.85%+21.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,269 | $3,566-8.3% | $4,729-30.9% | $4,028-18.8% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |