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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 | $75,181 | $55,713+34.9% | $75,901-0.9% | $72,975+3.0% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.3%-15.4pp | 69.5%-15.6pp |
| Annual return | 26.63% | 27.60%-1.0pp | 30.76%-4.1pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,577 | $2,634-40.1% | $3,603-56.2% | $3,608-56.3% |
| Admin fee / account holder | $179 | $3,980-95.5% | $5,420-96.7% | $5,124-96.5% |