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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 | $62,112 | $181,896-65.9% | $156,551-60.3% | $273,972-77.3% |
| Participation rate | 52.6% | 88.4%-35.8pp | 84.0%-31.4pp | 83.0%-30.4pp |
| Annual return | 5.51% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $782 | $6,248-87.5% | $5,501-85.8% | $4,869-83.9% |
| Participant deferral / active EE | $2,058 | $5,550-62.9% | $4,871-57.8% | $5,287-61.1% |
| Admin fee / account holder | $8 | $15,560-100.0% | $13,028-99.9% | $10,133-99.9% |