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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 | $72,471+44.1% | $94,215+10.8% | $86,983+20.0% |
| Participation rate | 57.7% | 63.9%-6.2pp | 70.0%-12.3pp | 69.5%-11.8pp |
| Annual return | 18.52% | 26.44%-7.9pp | 28.22%-9.7pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,903 | $3,397+14.9% | $4,276-8.7% | $4,194-6.9% |
| Admin fee / account holder | $0 | $6,468-100.0% | $10,216-100.0% | $7,856-100.0% |