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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 | $70,726 | $78,428-9.8% | $95,960-26.3% | $79,852-11.4% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 16.30% | 19.37%-3.1pp | 91.63%-75.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,578 | $3,440+33.1% | $4,167+9.9% | $3,740+22.4% |
| Admin fee / account holder | $195 | $5,622-96.5% | $6,797-97.1% | $5,306-96.3% |