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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 | $65,746 | $181,896-63.9% | $156,551-58.0% | $273,972-76.0% |
| Participation rate | 36.8% | 88.4%-51.5pp | 84.0%-47.2pp | 83.0%-46.2pp |
| Annual return | 7.56% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,518 | $5,550-36.6% | $4,871-27.8% | $5,287-33.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |