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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 | $23,082 | $110,212-79.1% | $96,534-76.1% | $139,466-83.4% |
| Participation rate | 38.9% | 78.1%-39.2pp | 76.0%-37.1pp | 80.3%-41.4pp |
| Annual return | 17.06% | 26.42%-9.4pp | 25.88%-8.8pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,441 | $3,620-60.2% | $2,965-51.4% | $4,754-69.7% |
| Participant deferral / active EE | $1,500 | $5,547-73.0% | $4,851-69.1% | $6,712-77.7% |
| Admin fee / account holder | $263 | $11,599-97.7% | $8,253-96.8% | $11,409-97.7% |