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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 | $64,873 | $106,749-39.2% | $145,433-55.4% | $82,448-21.3% |
| Participation rate | 20.0% | 75.6%-55.6pp | 82.1%-62.1pp | 68.1%-48.1pp |
| Annual return | 24.36% | 27.59%-3.2pp | 66.58%-42.2pp | 41.64%-17.3pp |
| Employer contribution / active EE | $830 | $3,444-75.9% | $4,554-81.8% | $2,551-67.5% |
| Participant deferral / active EE | $2,052 | $6,519-68.5% | $7,897-74.0% | $4,139-50.4% |
| Admin fee / account holder | $292 | $8,390-96.5% | $13,129-97.8% | $7,234-96.0% |