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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 | $83,505 | $70,418+18.6% | $96,570-13.5% | $85,847-2.7% |
| Participation rate | 51.4% | 61.8%-10.5pp | 69.8%-18.5pp | 69.3%-18.0pp |
| Annual return | 15.53% | 18.59%-3.1pp | 37.79%-22.3pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,937 | $2,894+36.0% | $3,849+2.3% | $3,952-0.4% |
| Admin fee / account holder | $27 | $4,995-99.5% | $6,182-99.6% | $6,261-99.6% |