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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 | $66,977 | $81,457-17.8% | $103,378-35.2% | $80,911-17.2% |
| Participation rate | 22.2% | 66.8%-44.6pp | 74.5%-52.3pp | 67.6%-45.4pp |
| Annual return | 16.85% | 25.58%-8.7pp | 24.91%-8.1pp | 35.63%-18.8pp |
| Employer contribution / active EE | $757 | $3,107-75.6% | $3,870-80.4% | $2,756-72.5% |
| Participant deferral / active EE | $4,026 | $3,871+4.0% | $5,058-20.4% | $4,297-6.3% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |