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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 | $67,189 | $103,949-35.4% | $69,182-2.9% | $273,972-75.5% |
| Participation rate | 18.2% | 67.4%-49.2pp | 55.1%-36.9pp | 83.0%-64.8pp |
| Annual return | 32.63% | 35.28%-2.7pp | -21.93%+54.6pp | 41.46%-8.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,758 | $2,716+112.0% | $1,897+203.5% | $5,287+8.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |