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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 | $61,938 | $124,980-50.4% | $108,359-42.8% | $154,746-60.0% |
| Participation rate | 31.8% | 75.2%-43.4pp | 70.1%-38.3pp | 80.7%-48.9pp |
| Annual return | 14.03% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $587 | $2,851-79.4% | $2,399-75.5% | $4,379-86.6% |
| Participant deferral / active EE | $801 | $4,743-83.1% | $4,137-80.6% | $6,730-88.1% |
| Admin fee / account holder | $34 | $11,502-99.7% | $9,741-99.6% | $14,365-99.8% |