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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 | $28,707 | $87,878-67.3% | $97,411-70.5% | $82,637-65.3% |
| Participation rate | 53.7% | 75.6%-21.9pp | 80.4%-26.7pp | 68.1%-14.4pp |
| Annual return | 16.70% | 54.63%-37.9pp | 34.72%-18.0pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,203 | $3,800-68.3% | $4,210-71.4% | $2,552-52.9% |
| Participant deferral / active EE | $1,940 | $5,525-64.9% | $5,886-67.0% | $4,126-53.0% |
| Admin fee / account holder | $138 | $6,743-98.0% | $7,145-98.1% | $7,339-98.1% |