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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 | $71,904 | $86,332-16.7% | $125,180-42.6% | $65,185+10.3% |
| Participation rate | 35.8% | 75.3%-39.5pp | 79.8%-44.0pp | 70.2%-34.4pp |
| Annual return | 22.92% | 27.43%-4.5pp | 43.79%-20.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $927 | $2,040-54.5% | $3,866-76.0% | $2,177-57.4% |
| Participant deferral / active EE | $1,687 | $3,537-52.3% | $4,937-65.8% | $3,514-52.0% |
| Admin fee / account holder | $23 | $609-96.2% | $9,703-99.8% | $847-97.2% |