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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 | $50,185 | $138,312-63.7% | $122,979-59.2% | $155,188-67.7% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 18.02% | 22.06%-4.0pp | 20.12%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,080 | $3,530-69.4% | $3,062-64.7% | $4,248-74.6% |
| Participant deferral / active EE | $1,425 | $5,592-74.5% | $5,003-71.5% | $6,531-78.2% |
| Admin fee / account holder | $240 | $15,089-98.4% | $12,864-98.1% | $14,480-98.3% |