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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 | $106,524-53.8% | $152,301-67.7% | $87,485-43.7% |
| Participation rate | 30.8% | 75.8%-45.0pp | 82.4%-51.7pp | 68.9%-38.2pp |
| Annual return | 22.61% | 26.89%-4.3pp | 80.50%-57.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $857 | $3,371-74.6% | $4,624-81.5% | $2,596-67.0% |
| Participant deferral / active EE | $2,425 | $6,525-62.8% | $8,004-69.7% | $4,274-43.3% |
| Admin fee / account holder | $24 | $8,287-99.7% | $14,398-99.8% | $7,775-99.7% |