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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 | $66,555 | $153,769-56.7% | $133,975-50.3% | $273,972-75.7% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 6.66% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $936 | $6,029-84.5% | $5,211-82.0% | $4,869-80.8% |
| Participant deferral / active EE | $2,694 | $6,958-61.3% | $6,282-57.1% | $5,287-49.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |