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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 | $33,411 | $83,898-60.2% | $133,346-74.9% | $94,015-64.5% |
| Participation rate | 62.0% | 63.4%-1.4pp | 72.8%-10.9pp | 70.8%-8.8pp |
| Annual return | 15.21% | 16.00%-0.8pp | 36.85%-21.6pp | 17.84%-2.6pp |
| Employer contribution / active EE | $467 | $1,821-74.4% | $2,853-83.6% | $2,790-83.3% |
| Participant deferral / active EE | $775 | $3,245-76.1% | $4,332-82.1% | $4,249-81.8% |
| Admin fee / account holder | $83 | $7,809-98.9% | $14,264-99.4% | $8,951-99.1% |