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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 | $43,669 | $153,769-71.6% | $133,975-67.4% | $273,972-84.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 8.75% | 36.51%-27.8pp | 29.29%-20.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $651 | $6,029-89.2% | $5,211-87.5% | $4,869-86.6% |
| Participant deferral / active EE | $6,593 | $6,958-5.3% | $6,282+5.0% | $5,287+24.7% |
| Admin fee / account holder | $31 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |