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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 | $53,546 | $67,638-20.8% | $133,346-59.8% | $69,733-23.2% |
| Participation rate | 12.0% | 54.3%-42.3pp | 72.8%-60.9pp | 62.5%-50.5pp |
| Annual return | 19.15% | 13.38%+5.8pp | 36.85%-17.7pp | 15.22%+3.9pp |
| Employer contribution / active EE | $284 | $1,177-75.9% | $2,853-90.0% | $2,250-87.4% |
| Participant deferral / active EE | $979 | $2,567-61.9% | $4,332-77.4% | $3,054-68.0% |
| Admin fee / account holder | $196 | $4,814-95.9% | $14,264-98.6% | $3,102-93.7% |