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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 | $32,120 | $101,795-68.4% | $165,100-80.5% | $80,959-60.3% |
| Participation rate | 30.6% | 71.8%-41.3pp | 78.6%-48.1pp | 67.7%-37.1pp |
| Annual return | 15.03% | 16.73%-1.7pp | 70.21%-55.2pp | 35.67%-20.6pp |
| Employer contribution / active EE | $900 | $2,954-69.5% | $4,348-79.3% | $2,757-67.4% |
| Participant deferral / active EE | $1,597 | $4,476-64.3% | $6,035-73.5% | $4,300-62.9% |
| Admin fee / account holder | $146 | $8,221-98.2% | $12,696-98.8% | $6,925-97.9% |