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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 | $82,315 | $48,078+71.2% | $78,676+4.6% | $62,881+30.9% |
| Participation rate | 43.8% | 65.2%-21.4pp | 73.6%-29.7pp | 69.3%-25.5pp |
| Annual return | 14.24% | 31.36%-17.1pp | 62.19%-48.0pp | 20.14%-5.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,179 | $2,587+22.9% | $3,517-9.6% | $3,203-0.7% |
| Admin fee / account holder | $221 | $3,206-93.1% | $4,510-95.1% | $4,296-94.9% |