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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $50,862 | $104,098-51.1% | $140,514-63.8% | $94,015-45.9% |
| Participation rate | 33.3% | 73.7%-40.4pp | 77.8%-44.5pp | 70.8%-37.5pp |
| Annual return | 21.97% | 15.14%+6.8pp | 14.36%+7.6pp | 17.84%+4.1pp |
| Employer contribution / active EE | $1,317 | $2,388-44.9% | $3,378-61.0% | $2,790-52.8% |
| Participant deferral / active EE | $1,745 | $4,033-56.7% | $4,919-64.5% | $4,249-58.9% |
| Admin fee / account holder | $20 | $10,439-99.8% | $13,697-99.9% | $8,951-99.8% |