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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 | $54,526 | $84,953-35.8% | $163,379-66.6% | $82,637-34.0% |
| Participation rate | 51.9% | 65.9%-14.1pp | 76.8%-25.0pp | 68.1%-16.2pp |
| Annual return | 15.59% | 23.07%-7.5pp | 63.41%-47.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $2,049 | $2,183-6.1% | $3,752-45.4% | $2,552-19.7% |
| Participant deferral / active EE | $1,289 | $4,326-70.2% | $6,282-79.5% | $4,126-68.8% |
| Admin fee / account holder | $196 | $7,921-97.5% | $9,818-98.0% | $7,339-97.3% |