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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 | $50,112 | $70,486-28.9% | $100,528-50.2% | $79,852-37.2% |
| Participation rate | 20.7% | 73.6%-53.0pp | 79.4%-58.7pp | 69.6%-48.9pp |
| Annual return | 15.78% | 21.90%-6.1pp | 30.90%-15.1pp | 31.72%-15.9pp |
| Employer contribution / active EE | $466 | $2,165-78.5% | $3,419-86.4% | $2,471-81.2% |
| Participant deferral / active EE | $1,649 | $5,182-68.2% | $6,271-73.7% | $3,740-55.9% |
| Admin fee / account holder | $27 | $4,480-99.4% | $8,084-99.7% | $5,306-99.5% |