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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 | $36,782 | $76,407-51.9% | $150,298-75.5% | $82,448-55.4% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 15.35% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $647 | $2,614-75.3% | $4,154-84.4% | $2,551-74.7% |
| Participant deferral / active EE | $808 | $3,214-74.9% | $5,453-85.2% | $4,139-80.5% |
| Admin fee / account holder | $246 | $6,352-96.1% | $14,116-98.3% | $7,234-96.6% |