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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 | $73,918 | $135,956-45.6% | $123,894-40.3% | $273,972-73.0% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 6.28% | 56.63%-50.4pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,220 | $6,343-1.9% | $5,984+3.9% | $5,287+17.6% |
| Admin fee / account holder | $280 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |