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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 | $75,666 | $90,486-16.4% | $78,676-3.8% | $273,972-72.4% |
| Participation rate | 54.5% | 76.5%-22.0pp | 73.6%-19.0pp | 83.0%-28.5pp |
| Annual return | 3.16% | 75.62%-72.5pp | 62.19%-59.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,708 | $3,901+46.3% | $3,517+62.3% | $5,287+8.0% |
| Admin fee / account holder | $1 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |