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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 | $25,171 | $47,448-46.9% | $94,993-73.5% | $62,293-59.6% |
| Participation rate | 35.8% | 66.5%-30.7pp | 73.9%-38.0pp | 69.5%-33.7pp |
| Annual return | 19.63% | 22.64%-3.0pp | 27.14%-7.5pp | 28.90%-9.3pp |
| Employer contribution / active EE | $506 | $1,300-61.1% | $2,603-80.6% | $2,042-75.2% |
| Participant deferral / active EE | $983 | $2,375-58.6% | $3,317-70.4% | $3,169-69.0% |
| Admin fee / account holder | $217 | $434-49.9% | $4,960-95.6% | $479-54.6% |