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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 | $59,214 | $104,098-43.1% | $140,514-57.9% | $94,015-37.0% |
| Participation rate | 28.6% | 73.7%-45.1pp | 77.8%-49.2pp | 70.8%-42.2pp |
| Annual return | 16.99% | 15.14%+1.8pp | 14.36%+2.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $660 | $2,388-72.4% | $3,378-80.5% | $2,790-76.4% |
| Participant deferral / active EE | $752 | $4,033-81.4% | $4,919-84.7% | $4,249-82.3% |
| Admin fee / account holder | $237 | $10,439-97.7% | $13,697-98.3% | $8,951-97.4% |