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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 | $85,773 | $39,132+119.2% | $57,196+50.0% | $62,881+36.4% |
| Participation rate | 14.3% | 70.5%-56.2pp | 75.3%-61.0pp | 69.3%-55.0pp |
| Annual return | 6.23% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $884 | $2,374-62.8% | $3,096-71.5% | $3,203-72.4% |
| Admin fee / account holder | $7 | $2,594-99.7% | $3,141-99.8% | $4,296-99.8% |