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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 | $68,487 | $181,896-62.3% | $156,551-56.3% | $273,972-75.0% |
| Participation rate | 27.3% | 88.4%-61.1pp | 84.0%-56.7pp | 83.0%-55.7pp |
| Annual return | 4.38% | 30.74%-26.4pp | 32.23%-27.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $95 | $6,248-98.5% | $5,501-98.3% | $4,869-98.0% |
| Participant deferral / active EE | $2,481 | $5,550-55.3% | $4,871-49.1% | $5,287-53.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |