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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 | $84,375 | $77,358+9.1% | $102,184-17.4% | $87,485-3.6% |
| Participation rate | 32.1% | 78.7%-46.5pp | 82.6%-50.5pp | 68.9%-36.8pp |
| Annual return | 17.48% | 41.11%-23.6pp | 31.58%-14.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $745 | $2,562-70.9% | $3,594-79.3% | $2,596-71.3% |
| Participant deferral / active EE | $1,076 | $6,753-84.1% | $8,309-87.0% | $4,274-74.8% |
| Admin fee / account holder | $6 | $6,809-99.9% | $11,609-99.9% | $7,775-99.9% |