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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 | $58,627+78.1% | $76,735+36.1% | $82,448+26.6% |
| Participation rate | 57.7% | 63.2%-5.5pp | 69.5%-11.8pp | 68.1%-10.4pp |
| Annual return | 18.52% | 39.10%-20.6pp | 29.77%-11.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,903 | $3,134+24.6% | $4,088-4.5% | $4,139-5.7% |
| Admin fee / account holder | $0 | $5,323-100.0% | $7,189-100.0% | $7,234-100.0% |