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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 | $73,787+46.6% | $98,716+9.6% | $82,448+31.2% |
| Participation rate | 44.1% | 61.4%-17.3pp | 69.3%-25.2pp | 68.1%-24.0pp |
| Annual return | 17.48% | 18.57%-1.1pp | 31.81%-14.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,705 | $3,081-12.2% | $4,048-33.2% | $4,139-34.7% |
| Admin fee / account holder | $75 | $6,500-98.8% | $8,703-99.1% | $7,234-99.0% |