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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 | $123,802 | $54,757+126.1% | $90,300+37.1% | $72,983+69.6% |
| Participation rate | 55.2% | 65.1%-10.0pp | 73.3%-18.1pp | 69.5%-14.3pp |
| Annual return | 19.39% | 30.63%-11.2pp | 78.11%-58.7pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,414 | $2,887-16.4% | $3,884-37.9% | $3,608-33.1% |
| Admin fee / account holder | $130 | $3,972-96.7% | $5,353-97.6% | $5,124-97.5% |