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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 | $28,700 | $54,757-47.6% | $90,300-68.2% | $72,983-60.7% |
| Participation rate | 44.7% | 65.1%-20.4pp | 73.3%-28.5pp | 69.5%-24.8pp |
| Annual return | 24.50% | 30.63%-6.1pp | 78.11%-53.6pp | 81.01%-56.5pp |
| Employer contribution / active EE | $320 | $2,092-84.7% | $2,854-88.8% | $2,440-86.9% |
| Participant deferral / active EE | $726 | $2,887-74.8% | $3,884-81.3% | $3,608-79.9% |
| Admin fee / account holder | $277 | $3,972-93.0% | $5,353-94.8% | $5,124-94.6% |