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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 | $36,418 | $106,524-65.8% | $152,301-76.1% | $87,485-58.4% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.4%-36.3pp | 68.9%-22.8pp |
| Annual return | 18.59% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,132 | $3,371-66.4% | $4,624-75.5% | $2,596-56.4% |
| Participant deferral / active EE | $2,363 | $6,525-63.8% | $8,004-70.5% | $4,274-44.7% |
| Admin fee / account holder | $193 | $8,287-97.7% | $14,398-98.7% | $7,775-97.5% |