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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 | $47,891 | $181,896-73.7% | $156,551-69.4% | $273,972-82.5% |
| Participation rate | 61.5% | 88.4%-26.8pp | 84.0%-22.5pp | 83.0%-21.5pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $722 | $6,248-88.5% | $5,501-86.9% | $4,869-85.2% |
| Participant deferral / active EE | $4,166 | $5,550-24.9% | $4,871-14.5% | $5,287-21.2% |
| Admin fee / account holder | $5 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |