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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 | $80,287 | $72,492+10.8% | $87,104-7.8% | $72,975+10.0% |
| Participation rate | 29.6% | 72.8%-43.2pp | 76.9%-47.2pp | 69.5%-39.9pp |
| Annual return | 17.09% | 24.46%-7.4pp | 28.19%-11.1pp | 81.01%-63.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,234 | $3,270-31.7% | $4,048-44.8% | $3,608-38.1% |
| Admin fee / account holder | $227 | $5,055-95.5% | $7,491-97.0% | $5,124-95.6% |