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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 | $60,249 | $124,213-51.5% | $118,106-49.0% | $154,746-61.1% |
| Participation rate | 41.7% | 83.6%-41.9pp | 81.9%-40.2pp | 80.7%-39.0pp |
| Annual return | 22.89% | 18.29%+4.6pp | 19.44%+3.4pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,310 | $4,905-73.3% | $4,698-72.1% | $4,379-70.1% |
| Participant deferral / active EE | $3,183 | $6,859-53.6% | $6,619-51.9% | $6,730-52.7% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |