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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 | $27,718 | $90,400-69.3% | $186,193-85.1% | $87,485-68.3% |
| Participation rate | 46.9% | 66.2%-19.3pp | 77.1%-30.2pp | 68.9%-22.1pp |
| Annual return | 20.88% | 22.15%-1.3pp | 78.03%-57.1pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,234 | $2,170-43.2% | $3,918-68.5% | $2,596-52.5% |
| Participant deferral / active EE | $1,289 | $4,330-70.2% | $6,513-80.2% | $4,274-69.8% |
| Admin fee / account holder | $36 | $8,673-99.6% | $11,058-99.7% | $7,775-99.5% |