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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 | $54,897 | $76,371-28.1% | $93,621-41.4% | $72,976-24.8% |
| Participation rate | 64.0% | 71.8%-7.8pp | 75.8%-11.8pp | 69.5%-5.5pp |
| Annual return | 21.02% | 25.82%-4.8pp | 32.76%-11.7pp | 81.02%-60.0pp |
| Employer contribution / active EE | $812 | $2,276-64.3% | $2,719-70.1% | $2,440-66.7% |
| Participant deferral / active EE | $1,223 | $3,538-65.4% | $4,070-70.0% | $3,608-66.1% |
| Admin fee / account holder | $7 | $6,839-99.9% | $7,890-99.9% | $5,124-99.9% |