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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 | $79,813 | $124,980-36.1% | $108,359-26.3% | $154,746-48.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 17.06% | 45.00%-27.9pp | 36.89%-19.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $720 | $2,851-74.7% | $2,399-70.0% | $4,379-83.6% |
| Participant deferral / active EE | $970 | $4,743-79.5% | $4,137-76.6% | $6,730-85.6% |
| Admin fee / account holder | $80 | $11,502-99.3% | $9,741-99.2% | $14,365-99.4% |