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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 | $67,052 | $107,666-37.7% | $102,184-34.4% | $154,746-56.7% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 12.02% | 29.33%-17.3pp | 31.58%-19.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,370 | $3,846-64.4% | $3,594-61.9% | $4,379-68.7% |
| Participant deferral / active EE | $2,503 | $8,719-71.3% | $8,309-69.9% | $6,730-62.8% |
| Admin fee / account holder | $25 | $12,943-99.8% | $11,609-99.8% | $14,365-99.8% |