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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 | $93,672 | $106,749-12.3% | $145,433-35.6% | $82,448+13.6% |
| Participation rate | 58.5% | 75.6%-17.1pp | 82.1%-23.6pp | 68.1%-9.5pp |
| Annual return | 19.35% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,161 | $6,519-5.5% | $7,897-22.0% | $4,139+48.8% |
| Admin fee / account holder | $287 | $8,390-96.6% | $13,129-97.8% | $7,234-96.0% |