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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 | $103,568 | $153,769-32.6% | $133,975-22.7% | $273,972-62.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 12.96% | 36.51%-23.5pp | 29.29%-16.3pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,094 | $6,029-81.8% | $5,211-79.0% | $4,869-77.5% |
| Participant deferral / active EE | $3,303 | $6,958-52.5% | $6,282-47.4% | $5,287-37.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |