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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 | $22,960 | $36,948-37.9% | $73,658-68.8% | $87,485-73.8% |
| Participation rate | 17.5% | 46.8%-29.3pp | 57.0%-39.5pp | 68.9%-51.4pp |
| Annual return | 21.48% | 28.64%-7.2pp | 29.72%-8.2pp | 26.06%-4.6pp |
| Employer contribution / active EE | $111 | $670-83.5% | $1,032-89.3% | $2,596-95.7% |
| Participant deferral / active EE | $111 | $1,379-92.0% | $2,062-94.6% | $4,274-97.4% |
| Admin fee / account holder | $236 | $2,531-90.7% | $3,357-93.0% | $7,775-97.0% |