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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 | $39,091 | $181,896-78.5% | $156,551-75.0% | $273,972-85.7% |
| Participation rate | 47.1% | 88.4%-41.3pp | 84.0%-37.0pp | 83.0%-36.0pp |
| Annual return | 9.01% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $590 | $6,248-90.5% | $5,501-89.3% | $4,869-87.9% |
| Participant deferral / active EE | $2,482 | $5,550-55.3% | $4,871-49.1% | $5,287-53.1% |
| Admin fee / account holder | $42 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |