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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 | $154,759 | $153,769+0.6% | $133,975+15.5% | $273,972-43.5% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.1%-22.8pp | 83.0%-18.7pp |
| Annual return | 7.28% | 36.51%-29.2pp | 29.29%-22.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,263 | $6,029-79.1% | $5,211-75.8% | $4,869-74.1% |
| Participant deferral / active EE | $7,265 | $6,958+4.4% | $6,282+15.6% | $5,287+37.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |