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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 | $48,613 | $76,834-36.7% | $108,359-55.1% | $87,485-44.4% |
| Participation rate | 17.6% | 61.7%-44.1pp | 70.1%-52.5pp | 68.9%-51.3pp |
| Annual return | 23.38% | 19.09%+4.3pp | 36.89%-13.5pp | 26.06%-2.7pp |
| Employer contribution / active EE | $743 | $1,556-52.3% | $2,399-69.1% | $2,596-71.4% |
| Participant deferral / active EE | $991 | $3,100-68.0% | $4,137-76.0% | $4,274-76.8% |
| Admin fee / account holder | $88 | $6,537-98.6% | $9,741-99.1% | $7,775-98.9% |