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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 | $88,209 | $153,769-42.6% | $133,975-34.2% | $273,972-67.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 13.75% | 36.51%-22.8pp | 29.29%-15.5pp | 41.46%-27.7pp |
| Employer contribution / active EE | $97 | $6,029-98.4% | $5,211-98.1% | $4,869-98.0% |
| Participant deferral / active EE | $2,857 | $6,958-58.9% | $6,282-54.5% | $5,287-46.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |