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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 | $31,128 | $86,949-64.2% | $102,460-69.6% | $80,959-61.6% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.7pp | 67.7%-44.8pp |
| Annual return | 12.99% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $917 | $2,370-61.3% | $3,025-69.7% | $2,757-66.7% |
| Participant deferral / active EE | $1,713 | $4,121-58.4% | $5,056-66.1% | $4,300-60.2% |
| Admin fee / account holder | $134 | $8,048-98.3% | $9,460-98.6% | $6,925-98.1% |