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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 | $85,754 | $54,541+57.2% | $78,778+8.9% | $70,126+22.3% |
| Participation rate | 32.4% | 60.8%-28.4pp | 69.2%-36.8pp | 69.5%-37.1pp |
| Annual return | 15.76% | 21.07%-5.3pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,587 | $1,089+45.8% | $1,986-20.1% | $2,343-32.3% |
| Participant deferral / active EE | $627 | $2,210-71.6% | $2,958-78.8% | $3,332-81.2% |
| Admin fee / account holder | $11 | $3,709-99.7% | $5,134-99.8% | $4,645-99.8% |