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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 | $35,547 | $46,877-24.2% | $122,354-70.9% | $70,126-49.3% |
| Participation rate | 22.2% | 58.2%-36.0pp | 71.6%-49.4pp | 69.5%-47.3pp |
| Annual return | 21.22% | 24.22%-3.0pp | 30.28%-9.1pp | 73.15%-51.9pp |
| Employer contribution / active EE | $307 | $1,288-76.2% | $4,051-92.4% | $2,343-86.9% |
| Participant deferral / active EE | $584 | $2,167-73.0% | $3,287-82.2% | $3,332-82.5% |
| Admin fee / account holder | $42 | $3,324-98.7% | $5,479-99.2% | $4,645-99.1% |