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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 | $67,731 | $201,344-66.4% | $184,243-63.2% | $145,877-53.6% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 16.33% | 29.01%-12.7pp | 28.82%-12.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,443 | $7,022-79.4% | $6,427-77.5% | $4,663-69.0% |
| Participant deferral / active EE | $4,642 | $9,807-52.7% | $9,132-49.2% | $6,691-30.6% |
| Admin fee / account holder | $1 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |