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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 | $53,853 | $77,472-30.5% | $100,392-46.4% | $80,935-33.5% |
| Participation rate | 58.5% | 76.9%-18.5pp | 81.5%-23.0pp | 67.7%-9.2pp |
| Annual return | 14.97% | 37.26%-22.3pp | 49.45%-34.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $570 | $2,800-79.7% | $3,941-85.5% | $2,757-79.3% |
| Participant deferral / active EE | $1,621 | $6,818-76.2% | $8,090-80.0% | $4,299-62.3% |
| Admin fee / account holder | $297 | $5,885-95.0% | $7,904-96.2% | $6,924-95.7% |