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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 | $86,919-64.2% | $102,457-69.6% | $80,911-61.5% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.6pp | 67.6%-44.8pp |
| Annual return | 12.99% | 18.90%-5.9pp | 29.41%-16.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $917 | $2,368-61.3% | $3,022-69.7% | $2,756-66.7% |
| Participant deferral / active EE | $1,713 | $4,119-58.4% | $5,054-66.1% | $4,297-60.1% |
| Admin fee / account holder | $134 | $8,049-98.3% | $9,451-98.6% | $6,935-98.1% |