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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 | $30,898 | $101,778-69.6% | $164,975-81.3% | $80,925-61.8% |
| Participation rate | 48.1% | 71.8%-23.7pp | 78.6%-30.5pp | 67.7%-19.5pp |
| Annual return | 19.91% | 16.73%+3.2pp | 70.12%-50.2pp | 35.65%-15.7pp |
| Employer contribution / active EE | $4,488 | $2,954+51.9% | $4,343+3.3% | $2,756+62.8% |
| Participant deferral / active EE | $1,206 | $4,477-73.1% | $6,033-80.0% | $4,299-71.9% |
| Admin fee / account holder | $104 | $8,221-98.7% | $12,688-99.2% | $6,940-98.5% |