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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 | $40,254 | $101,798-60.5% | $165,071-75.6% | $80,935-50.3% |
| Participation rate | 44.1% | 71.8%-27.7pp | 78.6%-34.5pp | 67.7%-23.5pp |
| Annual return | 23.49% | 16.73%+6.8pp | 70.17%-46.7pp | 35.66%-12.2pp |
| Employer contribution / active EE | $1,014 | $2,954-65.7% | $4,347-76.7% | $2,757-63.2% |
| Participant deferral / active EE | $1,758 | $4,476-60.7% | $6,035-70.9% | $4,299-59.1% |
| Admin fee / account holder | $130 | $8,221-98.4% | $12,695-99.0% | $6,924-98.1% |