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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 | $133,905 | $97,020+38.0% | $83,322+60.7% | $135,379-1.1% |
| Participation rate | 52.9% | 80.4%-27.5pp | 77.8%-24.8pp | 82.6%-29.7pp |
| Annual return | -5.43% | 12.31%-17.7pp | 10.64%-16.1pp | 519.79%-525.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,032 | $5,964-15.6% | $5,565-9.6% | $5,609-10.3% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |