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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 | $98,300 | $199,109-50.6% | $173,730-43.4% | $154,746-36.5% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.6%-25.7pp | 80.7%-26.9pp |
| Annual return | 19.25% | 20.02%-0.8pp | 19.96%-0.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,917 | $7,113-59.0% | $6,326-53.9% | $6,730-56.7% |
| Admin fee / account holder | $26 | $20,916-99.9% | $17,523-99.9% | $14,365-99.8% |