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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 | $83,381 | $108,825-23.4% | $156,181-46.6% | $82,448+1.1% |
| Participation rate | 52.0% | 72.4%-20.4pp | 78.8%-26.8pp | 68.1%-16.1pp |
| Annual return | 14.92% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,198 | $2,870-58.3% | $4,294-72.1% | $2,551-53.0% |
| Participant deferral / active EE | $1,775 | $4,577-61.2% | $6,132-71.1% | $4,139-57.1% |
| Admin fee / account holder | $21 | $9,341-99.8% | $14,586-99.9% | $7,234-99.7% |