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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 | $77,052 | $64,359+19.7% | $90,161-14.5% | $70,126+9.9% |
| Participation rate | 8.9% | 70.4%-61.5pp | 76.9%-68.0pp | 69.5%-60.7pp |
| Annual return | 15.69% | 28.13%-12.4pp | 34.89%-19.2pp | 73.15%-57.5pp |
| Employer contribution / active EE | $407 | $2,046-80.1% | $3,318-87.7% | $2,343-82.6% |
| Participant deferral / active EE | $916 | $4,389-79.1% | $5,287-82.7% | $3,332-72.5% |
| Admin fee / account holder | $21 | $3,945-99.5% | $5,943-99.6% | $4,645-99.6% |