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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 | $26,420 | $54,541-51.6% | $78,778-66.5% | $70,126-62.3% |
| Participation rate | 36.4% | 60.8%-24.4pp | 69.2%-32.8pp | 69.5%-33.2pp |
| Annual return | 20.86% | 21.07%-0.2pp | 35.62%-14.8pp | 73.15%-52.3pp |
| Employer contribution / active EE | $765 | $1,089-29.8% | $1,986-61.5% | $2,343-67.4% |
| Participant deferral / active EE | $870 | $2,210-60.6% | $2,958-70.6% | $3,332-73.9% |
| Admin fee / account holder | $207 | $3,709-94.4% | $5,134-96.0% | $4,645-95.6% |