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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 | $49,251 | $100,194-50.8% | $122,979-60.0% | $86,983-43.4% |
| Participation rate | 37.3% | 73.0%-35.7pp | 77.2%-39.9pp | 69.5%-32.3pp |
| Annual return | 15.21% | 16.47%-1.3pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $819 | $2,326-64.8% | $3,062-73.3% | $2,584-68.3% |
| Participant deferral / active EE | $914 | $4,133-77.9% | $5,003-81.7% | $4,194-78.2% |
| Admin fee / account holder | $176 | $10,148-98.3% | $12,864-98.6% | $7,856-97.8% |