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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 | $65,153 | $199,109-67.3% | $173,730-62.5% | $154,746-57.9% |
| Participation rate | 36.4% | 82.8%-46.4pp | 79.6%-43.2pp | 80.7%-44.3pp |
| Annual return | 21.30% | 20.02%+1.3pp | 19.96%+1.3pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,131 | $5,311-78.7% | $4,577-75.3% | $4,379-74.2% |
| Participant deferral / active EE | $3,831 | $7,113-46.1% | $6,326-39.5% | $6,730-43.1% |
| Admin fee / account holder | $7 | $20,916-100.0% | $17,523-100.0% | $14,365-99.9% |