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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 | $112,729-29.2% | $98,716-19.1% | $137,256-41.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 17.06% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $720 | $2,725-73.6% | $2,279-68.4% | $4,156-82.7% |
| Participant deferral / active EE | $970 | $4,640-79.1% | $4,048-76.0% | $6,407-84.9% |
| Admin fee / account holder | $80 | $10,129-99.2% | $8,703-99.1% | $12,270-99.3% |