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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 | $52,450 | $177,595-70.5% | $148,496-64.7% | $198,609-73.6% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 20.28% | 9.97%+10.3pp | 12.33%+8.0pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,196 | $4,098-70.8% | $3,497-65.8% | $5,055-76.3% |
| Participant deferral / active EE | $2,151 | $5,539-61.2% | $4,808-55.3% | $6,977-69.2% |
| Admin fee / account holder | $34 | $27,010-99.9% | $19,547-99.8% | $19,030-99.8% |