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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 | $61,477 | $87,225-29.5% | $158,226-61.1% | $94,015-34.6% |
| Participation rate | 52.0% | 67.9%-15.9pp | 74.8%-22.8pp | 70.8%-18.8pp |
| Annual return | 17.40% | 16.34%+1.1pp | 501.41%-484.0pp | 17.84%-0.4pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,586 | $3,405+5.3% | $4,317-16.9% | $4,249-15.6% |
| Admin fee / account holder | $294 | $7,888-96.3% | $10,217-97.1% | $8,951-96.7% |