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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 | $94,368 | $72,269+30.6% | $101,271-6.8% | $79,852+18.2% |
| Participation rate | 53.6% | 68.5%-14.9pp | 75.8%-22.2pp | 69.6%-16.1pp |
| Annual return | 15.26% | 22.29%-7.0pp | 46.48%-31.2pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,353 | $3,282-28.3% | $4,371-46.2% | $3,740-37.1% |
| Admin fee / account holder | $236 | $4,401-94.6% | $5,948-96.0% | $5,306-95.6% |