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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 | $106,864-12.3% | $147,318-36.4% | $82,637+13.4% |
| Participation rate | 58.5% | 75.5%-17.0pp | 82.1%-23.5pp | 68.1%-9.5pp |
| Annual return | 19.35% | 27.49%-8.1pp | 70.43%-51.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,161 | $6,496-5.2% | $7,906-22.1% | $4,126+49.3% |
| Admin fee / account holder | $287 | $8,415-96.6% | $13,708-97.9% | $7,339-96.1% |