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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 | $59,095 | $65,034-9.1% | $90,970-35.0% | $79,856-26.0% |
| Participation rate | 32.4% | 61.6%-29.2pp | 69.0%-36.6pp | 69.6%-37.2pp |
| Annual return | 13.79% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $372 | $1,247-70.2% | $2,122-82.5% | $2,471-85.0% |
| Participant deferral / active EE | $1,123 | $2,512-55.3% | $3,373-66.7% | $3,741-70.0% |
| Admin fee / account holder | $1 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |