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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 | $71,070 | $153,769-53.8% | $133,975-47.0% | $273,972-74.1% |
| Participation rate | 15.4% | 88.4%-73.0pp | 87.1%-71.7pp | 83.0%-67.6pp |
| Annual return | 7.82% | 36.51%-28.7pp | 29.29%-21.5pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,158 | $6,029-80.8% | $5,211-77.8% | $4,869-76.2% |
| Participant deferral / active EE | $3,964 | $6,958-43.0% | $6,282-36.9% | $5,287-25.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |