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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 | $108,176 | $74,535+45.1% | $100,712+7.4% | $82,637+30.9% |
| Participation rate | 44.1% | 61.2%-17.1pp | 69.3%-25.2pp | 68.1%-23.9pp |
| Annual return | 17.48% | 18.92%-1.4pp | 33.27%-15.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,705 | $3,074-12.0% | $4,085-33.8% | $4,126-34.4% |
| Admin fee / account holder | $75 | $6,576-98.9% | $9,256-99.2% | $7,339-99.0% |