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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 | $58,734 | $181,896-67.7% | $156,551-62.5% | $273,972-78.6% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 8.49% | 30.74%-22.3pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $588 | $6,248-90.6% | $5,501-89.3% | $4,869-87.9% |
| Participant deferral / active EE | $7,200 | $5,550+29.7% | $4,871+47.8% | $5,287+36.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |