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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 | $40,333 | $51,202-21.2% | $70,548-42.8% | $75,181-46.4% |
| Participation rate | 21.1% | 61.0%-39.9pp | 68.3%-47.3pp | 67.2%-46.1pp |
| Annual return | 22.92% | 30.05%-7.1pp | 32.78%-9.9pp | 160.69%-137.8pp |
| Employer contribution / active EE | $749 | $1,827-59.0% | $2,975-74.8% | $2,671-72.0% |
| Participant deferral / active EE | $782 | $2,850-72.6% | $4,567-82.9% | $4,126-81.0% |
| Admin fee / account holder | $189 | $4,094-95.4% | $6,424-97.1% | $5,650-96.7% |