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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 | $74,818 | $135,956-45.0% | $123,894-39.6% | $273,972-72.7% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 6.30% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $746 | $5,170-85.6% | $4,617-83.8% | $4,869-84.7% |
| Participant deferral / active EE | $2,400 | $6,343-62.2% | $5,984-59.9% | $5,287-54.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |