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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 | $33,883 | $136,860-75.2% | $120,344-71.8% | $154,746-78.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 18.36% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-154.0pp |
| Employer contribution / active EE | $930 | $3,533-73.7% | $3,020-69.2% | $4,379-78.8% |
| Participant deferral / active EE | $1,312 | $5,793-77.4% | $5,135-74.5% | $6,730-80.5% |
| Admin fee / account holder | $115 | $15,393-99.3% | $12,742-99.1% | $14,365-99.2% |