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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 | $84,270 | $115,225-26.9% | $100,712-16.3% | $138,895-39.3% |
| Participation rate | 46.2% | 74.3%-28.2pp | 69.3%-23.1pp | 79.9%-33.8pp |
| Annual return | 14.40% | 40.35%-26.0pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $866 | $2,771-68.8% | $2,313-62.6% | $4,194-79.4% |
| Participant deferral / active EE | $1,080 | $4,699-77.0% | $4,085-73.6% | $6,396-83.1% |
| Admin fee / account holder | $10 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |