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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 | $24,585 | $76,551-67.9% | $123,894-80.2% | $62,881-60.9% |
| Participation rate | 55.2% | 73.0%-17.8pp | 81.4%-26.2pp | 69.3%-14.1pp |
| Annual return | 23.76% | 18.68%+5.1pp | 47.52%-23.8pp | 20.14%+3.6pp |
| Employer contribution / active EE | $980 | $2,882-66.0% | $4,617-78.8% | $2,281-57.0% |
| Participant deferral / active EE | $1,575 | $4,840-67.5% | $5,984-73.7% | $3,203-50.8% |
| Admin fee / account holder | $98 | $4,826-98.0% | $8,357-98.8% | $4,296-97.7% |