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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 | $43,677 | $153,769-71.6% | $133,975-67.4% | $273,972-84.1% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | 19.66% | 36.51%-16.8pp | 29.29%-9.6pp | 41.46%-21.8pp |
| Employer contribution / active EE | $548 | $6,029-90.9% | $5,211-89.5% | $4,869-88.7% |
| Participant deferral / active EE | $5,638 | $6,958-19.0% | $6,282-10.3% | $5,287+6.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |