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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 | $104,412 | $59,440+75.7% | $78,004+33.9% | $82,637+26.3% |
| Participation rate | 57.7% | 62.8%-5.1pp | 69.4%-11.8pp | 68.1%-10.4pp |
| Annual return | 18.52% | 40.24%-21.7pp | 31.07%-12.5pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,903 | $3,138+24.4% | $4,092-4.6% | $4,126-5.4% |
| Admin fee / account holder | $0 | $5,504-100.0% | $7,578-100.0% | $7,339-100.0% |