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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 | $98,275 | $55,713+76.4% | $75,901+29.5% | $72,975+34.7% |
| Participation rate | 29.0% | 61.1%-32.1pp | 69.3%-40.3pp | 69.5%-40.5pp |
| Annual return | 17.86% | 27.60%-9.7pp | 30.76%-12.9pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,842 | $2,634-30.1% | $3,603-48.9% | $3,608-48.9% |
| Admin fee / account holder | $239 | $3,980-94.0% | $5,420-95.6% | $5,124-95.3% |