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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 | $126,943 | $223,823-43.3% | $211,142-39.9% | $154,746-18.0% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 14.27% | 50.39%-36.1pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,302 | $6,787-80.8% | $6,442-79.8% | $4,379-70.3% |
| Participant deferral / active EE | $7,492 | $9,750-23.2% | $9,284-19.3% | $6,730+11.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |