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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 | $82,062 | $96,558-15.0% | $80,977+1.3% | $273,972-70.0% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 5.10% | 15.14%-10.0pp | 17.11%-12.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,513 | $6,598-46.7% | $5,696-38.3% | $5,287-33.5% |
| Admin fee / account holder | $249 | $7,493-96.7% | $5,517-95.5% | $10,133-97.5% |