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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 | $126,661-73.2% | $113,397-70.1% | $138,895-75.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 18.36% | 25.05%-6.7pp | 23.20%-4.8pp | 145.39%-127.0pp |
| Employer contribution / active EE | $930 | $3,456-73.1% | $2,977-68.8% | $4,194-77.8% |
| Participant deferral / active EE | $1,312 | $5,693-77.0% | $5,076-74.2% | $6,396-79.5% |
| Admin fee / account holder | $115 | $14,549-99.2% | $11,957-99.0% | $12,562-99.1% |