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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 | $25,412 | $63,365-59.9% | $91,994-72.4% | $72,975-65.2% |
| Participation rate | 35.7% | 72.5%-36.8pp | 78.6%-42.9pp | 69.5%-33.8pp |
| Annual return | 20.07% | 35.35%-15.3pp | 69.04%-49.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $963 | $2,116-54.5% | $3,453-72.1% | $2,440-60.5% |
| Participant deferral / active EE | $1,267 | $4,883-74.1% | $5,924-78.6% | $3,608-64.9% |
| Admin fee / account holder | $263 | $4,670-94.4% | $7,744-96.6% | $5,124-94.9% |