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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 | $200,849 | $181,896+10.4% | $156,551+28.3% | $273,972-26.7% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 3.00% | 30.74%-27.7pp | 32.23%-29.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,000 | $6,248-84.0% | $5,501-81.8% | $4,869-79.5% |
| Participant deferral / active EE | $7,000 | $5,550+26.1% | $4,871+43.7% | $5,287+32.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |