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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 | $29,075 | $124,980-76.7% | $108,359-73.2% | $154,746-81.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 17.51% | 45.00%-27.5pp | 36.89%-19.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $533 | $2,851-81.3% | $2,399-77.8% | $4,379-87.8% |
| Participant deferral / active EE | $1,243 | $4,743-73.8% | $4,137-69.9% | $6,730-81.5% |
| Admin fee / account holder | $114 | $11,502-99.0% | $9,741-98.8% | $14,365-99.2% |