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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 | $58,984 | $76,107-22.5% | $96,576-38.9% | $71,495-17.5% |
| Participation rate | 35.0% | 74.4%-39.4pp | 76.0%-41.0pp | 67.9%-32.9pp |
| Annual return | 16.75% | 22.81%-6.1pp | 25.87%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,092 | $2,247-51.4% | $2,965-63.2% | $2,589-57.8% |
| Participant deferral / active EE | $1,639 | $4,218-61.2% | $4,851-66.2% | $4,291-61.8% |
| Admin fee / account holder | $297 | $2,708-89.0% | $8,253-96.4% | $1,588-81.3% |