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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 | $47,506 | $124,425-61.8% | $112,040-57.6% | $137,256-65.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 13.77% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,275 | $3,411-62.6% | $2,954-56.8% | $4,156-69.3% |
| Participant deferral / active EE | $1,326 | $5,718-76.8% | $5,098-74.0% | $6,407-79.3% |
| Admin fee / account holder | $11 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |