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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 | $102,263 | $59,804+71.0% | $81,982+24.7% | $79,856+28.1% |
| Participation rate | 64.5% | 61.6%+2.9pp | 69.3%-4.7pp | 69.6%-5.1pp |
| Annual return | 19.58% | 17.56%+2.0pp | 41.31%-21.7pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,977 | $2,695+84.7% | $3,722+33.7% | $3,741+33.1% |
| Admin fee / account holder | $119 | $4,288-97.2% | $5,665-97.9% | $5,306-97.7% |