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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 | $37,611 | $181,896-79.3% | $156,551-76.0% | $273,972-86.3% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 20.35% | 30.74%-10.4pp | 32.23%-11.9pp | 41.46%-21.1pp |
| Employer contribution / active EE | $807 | $6,248-87.1% | $5,501-85.3% | $4,869-83.4% |
| Participant deferral / active EE | $7,056 | $5,550+27.1% | $4,871+44.9% | $5,287+33.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |