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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 | $78,520+7.5% | $96,576-12.6% | $82,448+2.3% |
| Participation rate | 32.1% | 77.7%-45.6pp | 81.4%-49.3pp | 68.1%-35.9pp |
| Annual return | 17.48% | 41.30%-23.8pp | 38.47%-21.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $745 | $2,630-71.7% | $3,553-79.0% | $2,551-70.8% |
| Participant deferral / active EE | $1,076 | $6,754-84.1% | $7,956-86.5% | $4,139-74.0% |
| Admin fee / account holder | $6 | $13,455-100.0% | $11,381-99.9% | $7,234-99.9% |