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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 | $39,392 | $153,769-74.4% | $133,975-70.6% | $273,972-85.6% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.1%-67.1pp | 83.0%-63.0pp |
| Annual return | 18.28% | 36.51%-18.2pp | 29.29%-11.0pp | 41.46%-23.2pp |
| Employer contribution / active EE | $843 | $6,029-86.0% | $5,211-83.8% | $4,869-82.7% |
| Participant deferral / active EE | $4,866 | $6,958-30.1% | $6,282-22.5% | $5,287-8.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |