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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 | $52,583 | $67,602-22.2% | $82,312-36.1% | $70,126-25.0% |
| Participation rate | 23.9% | 72.8%-48.9pp | 76.9%-53.0pp | 69.5%-45.6pp |
| Annual return | 13.15% | 21.57%-8.4pp | 25.88%-12.7pp | 73.15%-60.0pp |
| Employer contribution / active EE | $546 | $1,755-68.9% | $2,428-77.5% | $2,343-76.7% |
| Participant deferral / active EE | $1,210 | $2,987-59.5% | $3,706-67.3% | $3,332-63.7% |
| Admin fee / account holder | $10 | $4,512-99.8% | $5,608-99.8% | $4,645-99.8% |