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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 | $93,247 | $181,896-48.7% | $156,551-40.4% | $273,972-66.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 10.23% | 30.74%-20.5pp | 32.23%-22.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $605 | $6,248-90.3% | $5,501-89.0% | $4,869-87.6% |
| Participant deferral / active EE | $3,783 | $5,550-31.8% | $4,871-22.3% | $5,287-28.4% |
| Admin fee / account holder | $66 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |