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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 | $36,128 | $72,269-50.0% | $101,271-64.3% | $79,852-54.8% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 16.43% | 22.29%-5.9pp | 46.48%-30.1pp | 31.72%-15.3pp |
| Employer contribution / active EE | $964 | $2,692-64.2% | $3,660-73.7% | $2,471-61.0% |
| Participant deferral / active EE | $1,281 | $3,282-61.0% | $4,371-70.7% | $3,740-65.8% |
| Admin fee / account holder | $107 | $4,401-97.6% | $5,948-98.2% | $5,306-98.0% |