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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 | $26,774 | $210,343-87.3% | $153,476-82.6% | $145,978-81.7% |
| Participation rate | 45.5% | 82.1%-36.6pp | 77.1%-31.6pp | 80.3%-34.8pp |
| Annual return | 13.13% | 13.38%-0.2pp | 15.66%-2.5pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,267 | $6,047-79.1% | $5,038-74.9% | $4,662-72.8% |
| Participant deferral / active EE | $3,009 | $7,977-62.3% | $6,759-55.5% | $6,690-55.0% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,729-100.0% | $13,400-100.0% |