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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 | $97,336 | $135,956-28.4% | $123,894-21.4% | $273,972-64.5% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 4.29% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $704 | $5,170-86.4% | $4,617-84.8% | $4,869-85.5% |
| Participant deferral / active EE | $2,066 | $6,343-67.4% | $5,984-65.5% | $5,287-60.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |