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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 | $37,958 | $181,896-79.1% | $156,551-75.8% | $273,972-86.1% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 8.03% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,148 | $6,248-81.6% | $5,501-79.1% | $4,869-76.4% |
| Participant deferral / active EE | $3,201 | $5,550-42.3% | $4,871-34.3% | $5,287-39.5% |
| Admin fee / account holder | $15 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |