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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 | $61,491 | $106,749-42.4% | $145,433-57.7% | $82,448-25.4% |
| Participation rate | 46.7% | 75.6%-29.0pp | 82.1%-35.5pp | 68.1%-21.4pp |
| Annual return | 14.43% | 27.59%-13.2pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $933 | $3,444-72.9% | $4,554-79.5% | $2,551-63.4% |
| Participant deferral / active EE | $1,914 | $6,519-70.6% | $7,897-75.8% | $4,139-53.8% |
| Admin fee / account holder | $229 | $8,390-97.3% | $13,129-98.3% | $7,234-96.8% |