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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 | $60,039 | $67,602-11.2% | $82,312-27.1% | $70,126-14.4% |
| Participation rate | 16.3% | 72.8%-56.5pp | 76.9%-60.6pp | 69.5%-53.3pp |
| Annual return | 12.18% | 21.57%-9.4pp | 25.88%-13.7pp | 73.15%-61.0pp |
| Employer contribution / active EE | $488 | $1,755-72.2% | $2,428-79.9% | $2,343-79.2% |
| Participant deferral / active EE | $1,256 | $2,987-58.0% | $3,706-66.1% | $3,332-62.3% |
| Admin fee / account holder | $13 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |