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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 | $70,016 | $86,940-19.5% | $102,434-31.6% | $80,935-13.5% |
| Participation rate | 31.0% | 72.4%-41.4pp | 76.5%-45.5pp | 67.7%-36.6pp |
| Annual return | 14.69% | 18.89%-4.2pp | 29.46%-14.8pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,117 | $2,370-52.9% | $3,023-63.1% | $2,757-59.5% |
| Participant deferral / active EE | $242 | $4,121-94.1% | $5,055-95.2% | $4,299-94.4% |
| Admin fee / account holder | $14 | $8,047-99.8% | $9,462-99.9% | $6,924-99.8% |