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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 | $91,982 | $153,311-40.0% | $109,313-15.9% | $273,972-66.4% |
| Participation rate | 45.8% | 80.1%-34.3pp | 71.3%-25.4pp | 83.0%-37.2pp |
| Annual return | 11.54% | 29.86%-18.3pp | 22.07%-10.5pp | 41.46%-29.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,066 | $3,932-22.0% | $3,166-3.2% | $5,287-42.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |