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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 | $221,682 | $153,769+44.2% | $133,975+65.5% | $273,972-19.1% |
| Participation rate | 27.3% | 88.4%-61.1pp | 87.1%-59.8pp | 83.0%-55.7pp |
| Annual return | 6.84% | 36.51%-29.7pp | 29.29%-22.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $643 | $6,029-89.3% | $5,211-87.7% | $4,869-86.8% |
| Participant deferral / active EE | $2,999 | $6,958-56.9% | $6,282-52.3% | $5,287-43.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |