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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 | $42,535 | $106,524-60.1% | $152,301-72.1% | $87,485-51.4% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.4%-52.4pp | 68.9%-38.9pp |
| Annual return | 19.84% | 26.89%-7.0pp | 80.50%-60.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $593 | $3,371-82.4% | $4,624-87.2% | $2,596-77.1% |
| Participant deferral / active EE | $1,350 | $6,525-79.3% | $8,004-83.1% | $4,274-68.4% |
| Admin fee / account holder | $21 | $8,287-99.7% | $14,398-99.9% | $7,775-99.7% |