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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 | $68,511 | $135,956-49.6% | $123,894-44.7% | $273,972-75.0% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 9.37% | 56.63%-47.3pp | 47.52%-38.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $483 | $5,170-90.6% | $4,617-89.5% | $4,869-90.1% |
| Participant deferral / active EE | $2,479 | $6,343-60.9% | $5,984-58.6% | $5,287-53.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |