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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 | $110,161 | $153,769-28.4% | $133,975-17.8% | $273,972-59.8% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 6.71% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,164 | $6,958-11.4% | $6,282-1.9% | $5,287+16.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |