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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 | $49,250 | $106,749-53.9% | $145,433-66.1% | $82,448-40.3% |
| Participation rate | 30.8% | 75.6%-44.9pp | 82.1%-51.4pp | 68.1%-37.3pp |
| Annual return | 22.61% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $857 | $3,444-75.1% | $4,554-81.2% | $2,551-66.4% |
| Participant deferral / active EE | $2,425 | $6,519-62.8% | $7,897-69.3% | $4,139-41.4% |
| Admin fee / account holder | $24 | $8,390-99.7% | $13,129-99.8% | $7,234-99.7% |