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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 | $53,069 | $181,896-70.8% | $156,551-66.1% | $273,972-80.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.32% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $938 | $6,248-85.0% | $5,501-83.0% | $4,869-80.7% |
| Participant deferral / active EE | $4,337 | $5,550-21.9% | $4,871-11.0% | $5,287-18.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |