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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 | $43,314 | $106,749-59.4% | $145,433-70.2% | $82,448-47.5% |
| Participation rate | 54.5% | 75.6%-21.1pp | 82.1%-27.6pp | 68.1%-13.5pp |
| Annual return | 15.26% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $775 | $3,444-77.5% | $4,554-83.0% | $2,551-69.6% |
| Participant deferral / active EE | $2,089 | $6,519-68.0% | $7,897-73.5% | $4,139-49.5% |
| Admin fee / account holder | $165 | $8,390-98.0% | $13,129-98.7% | $7,234-97.7% |