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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 | $141,462 | $140,592+0.6% | $123,105+14.9% | $125,389+12.8% |
| Participation rate | 40.0% | 88.2%-48.2pp | 86.8%-46.8pp | 83.2%-43.2pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $831 | $6,041-86.2% | $5,151-83.9% | $4,866-82.9% |
| Participant deferral / active EE | $6,822 | $6,980-2.3% | $6,229+9.5% | $5,352+27.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |