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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 | $31,687 | $103,164-69.3% | $90,259-64.9% | $154,746-79.5% |
| Participation rate | 28.6% | 76.1%-47.5pp | 70.7%-42.2pp | 80.7%-52.1pp |
| Annual return | 19.74% | 19.25%+0.5pp | 18.88%+0.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $306 | $2,532-87.9% | $2,291-86.7% | $4,379-93.0% |
| Participant deferral / active EE | $663 | $4,422-85.0% | $3,827-82.7% | $6,730-90.1% |
| Admin fee / account holder | $122 | $8,593-98.6% | $7,267-98.3% | $14,365-99.1% |