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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 | $26,735 | $136,860-80.5% | $120,344-77.8% | $154,746-82.7% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 13.81% | 21.38%-7.6pp | 20.30%-6.5pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,213 | $3,533-65.7% | $3,020-59.9% | $4,379-72.3% |
| Participant deferral / active EE | $1,937 | $5,793-66.6% | $5,135-62.3% | $6,730-71.2% |
| Admin fee / account holder | $3 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |