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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 | $37,633 | $63,365-40.6% | $91,994-59.1% | $72,975-48.4% |
| Participation rate | 15.4% | 72.5%-57.1pp | 78.6%-63.2pp | 69.5%-54.1pp |
| Annual return | 22.07% | 35.35%-13.3pp | 69.04%-47.0pp | 81.01%-58.9pp |
| Employer contribution / active EE | $435 | $2,116-79.4% | $3,453-87.4% | $2,440-82.2% |
| Participant deferral / active EE | $1,008 | $4,883-79.4% | $5,924-83.0% | $3,608-72.1% |
| Admin fee / account holder | $276 | $4,670-94.1% | $7,744-96.4% | $5,124-94.6% |