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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 | $83,577 | $181,896-54.1% | $156,551-46.6% | $273,972-69.5% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 7.52% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,263 | $6,248-79.8% | $5,501-77.0% | $4,869-74.1% |
| Participant deferral / active EE | $3,420 | $5,550-38.4% | $4,871-29.8% | $5,287-35.3% |
| Admin fee / account holder | $36 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |