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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 | $60,209 | $72,272-16.7% | $101,264-40.5% | $79,858-24.6% |
| Participation rate | 26.3% | 68.5%-42.1pp | 75.8%-49.5pp | 69.6%-43.3pp |
| Annual return | 15.05% | 22.30%-7.2pp | 46.48%-31.4pp | 31.72%-16.7pp |
| Employer contribution / active EE | $698 | $2,692-74.1% | $3,660-80.9% | $2,471-71.8% |
| Participant deferral / active EE | $978 | $3,282-70.2% | $4,370-77.6% | $3,740-73.9% |
| Admin fee / account holder | $67 | $4,401-98.5% | $5,947-98.9% | $5,306-98.7% |