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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 | $46,599 | $114,712-59.4% | $173,730-73.2% | $87,485-46.7% |
| Participation rate | 31.8% | 73.0%-41.2pp | 79.6%-47.8pp | 68.9%-37.1pp |
| Annual return | 19.26% | 20.18%-0.9pp | 19.96%-0.7pp | 26.06%-6.8pp |
| Employer contribution / active EE | $989 | $2,904-65.9% | $4,577-78.4% | $2,596-61.9% |
| Participant deferral / active EE | $1,762 | $4,642-62.0% | $6,326-72.2% | $4,274-58.8% |
| Admin fee / account holder | $91 | $10,210-99.1% | $17,523-99.5% | $7,775-98.8% |