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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 | $76,834+40.8% | $108,359-0.2% | $87,485+23.7% |
| Participation rate | 44.1% | 61.7%-17.6pp | 70.1%-26.0pp | 68.9%-24.8pp |
| Annual return | 17.48% | 19.09%-1.6pp | 36.89%-19.4pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,705 | $3,100-12.8% | $4,137-34.6% | $4,274-36.7% |
| Admin fee / account holder | $75 | $6,537-98.9% | $9,741-99.2% | $7,775-99.0% |