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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 | $61,731 | $52,911+16.7% | $73,309-15.8% | $59,633+3.5% |
| Participation rate | 24.3% | 68.2%-43.9pp | 74.9%-50.6pp | 68.7%-44.3pp |
| Annual return | 6.91% | 12.20%-5.3pp | 5.67%+1.2pp | 2041.45%-2034.5pp |
| Employer contribution / active EE | $259 | $1,909-86.4% | $3,237-92.0% | $2,203-88.3% |
| Participant deferral / active EE | $1,293 | $4,069-68.2% | $4,991-74.1% | $3,192-59.5% |
| Admin fee / account holder | $13 | $3,835-99.7% | $5,635-99.8% | $4,297-99.7% |