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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 | $51,049 | $86,919-41.3% | $102,457-50.2% | $80,911-36.9% |
| Participation rate | 41.4% | 72.4%-31.0pp | 76.5%-35.1pp | 67.6%-26.3pp |
| Annual return | 13.88% | 18.90%-5.0pp | 29.41%-15.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $926 | $2,368-60.9% | $3,022-69.4% | $2,756-66.4% |
| Participant deferral / active EE | $1,744 | $4,119-57.7% | $5,054-65.5% | $4,297-59.4% |
| Admin fee / account holder | $133 | $8,049-98.3% | $9,451-98.6% | $6,935-98.1% |