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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 | $45,883 | $181,896-74.8% | $156,551-70.7% | $273,972-83.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 12.87% | 30.74%-17.9pp | 32.23%-19.4pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,203 | $6,248-80.7% | $5,501-78.1% | $4,869-75.3% |
| Participant deferral / active EE | $8,860 | $5,550+59.6% | $4,871+81.9% | $5,287+67.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |