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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 | $68,962 | $181,896-62.1% | $156,551-55.9% | $273,972-74.8% |
| Participation rate | 45.5% | 88.4%-42.9pp | 84.0%-38.6pp | 83.0%-37.6pp |
| Annual return | 13.44% | 30.74%-17.3pp | 32.23%-18.8pp | 41.46%-28.0pp |
| Employer contribution / active EE | $834 | $6,248-86.6% | $5,501-84.8% | $4,869-82.9% |
| Participant deferral / active EE | $3,061 | $5,550-44.8% | $4,871-37.2% | $5,287-42.1% |
| Admin fee / account holder | $124 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |