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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 | $64,795 | $57,590+12.5% | $86,233-24.9% | $82,448-21.4% |
| Participation rate | 11.5% | 57.9%-46.3pp | 69.0%-57.5pp | 68.1%-56.5pp |
| Annual return | 22.43% | 22.41%0pp | 61.39%-39.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $297 | $1,655-82.0% | $2,504-88.1% | $2,551-88.3% |
| Participant deferral / active EE | $709 | $3,080-77.0% | $4,559-84.4% | $4,139-82.9% |
| Admin fee / account holder | $247 | $4,730-94.8% | $8,342-97.0% | $7,234-96.6% |