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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 | $81,244 | $72,607+11.9% | $90,259-10.0% | $87,485-7.1% |
| Participation rate | 7.7% | 64.8%-57.1pp | 70.7%-63.1pp | 68.9%-61.2pp |
| Annual return | 23.48% | 18.59%+4.9pp | 18.88%+4.6pp | 26.06%-2.6pp |
| Employer contribution / active EE | $556 | $1,919-71.0% | $2,291-75.7% | $2,596-78.6% |
| Participant deferral / active EE | $894 | $3,055-70.7% | $3,827-76.6% | $4,274-79.1% |
| Admin fee / account holder | $272 | $5,947-95.4% | $7,267-96.3% | $7,775-96.5% |