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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 | $65,614 | $86,949-24.5% | $102,460-36.0% | $80,959-19.0% |
| Participation rate | 39.3% | 72.4%-33.1pp | 76.5%-37.2pp | 67.7%-28.4pp |
| Annual return | 14.25% | 18.89%-4.6pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $854 | $2,370-63.9% | $3,025-71.8% | $2,757-69.0% |
| Participant deferral / active EE | $1,570 | $4,121-61.9% | $5,056-68.9% | $4,300-63.5% |
| Admin fee / account holder | $163 | $8,048-98.0% | $9,460-98.3% | $6,925-97.6% |