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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 | $37,366 | $72,269-48.3% | $101,271-63.1% | $79,852-53.2% |
| Participation rate | 14.3% | 68.5%-54.2pp | 75.8%-61.5pp | 69.6%-55.4pp |
| Annual return | 20.35% | 22.29%-1.9pp | 46.48%-26.1pp | 31.72%-11.4pp |
| Employer contribution / active EE | $636 | $2,692-76.4% | $3,660-82.6% | $2,471-74.3% |
| Participant deferral / active EE | $1,058 | $3,282-67.8% | $4,371-75.8% | $3,740-71.7% |
| Admin fee / account holder | $123 | $4,401-97.2% | $5,948-97.9% | $5,306-97.7% |