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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 | $22,175 | $51,769-57.2% | $57,356-61.3% | $52,331-57.6% |
| Participation rate | 68.0% | 75.2%-7.3pp | 75.1%-7.1pp | 68.1%-0.1pp |
| Annual return | 0.42% | 2.43%-2.0pp | 24.41%-24.0pp | 4.54%-4.1pp |
| Employer contribution / active EE | $875 | $2,335-62.5% | $2,689-67.5% | $1,882-53.5% |
| Participant deferral / active EE | $921 | $2,794-67.0% | $3,162-70.9% | $3,022-69.5% |
| Admin fee / account holder | $281 | $295-4.8% | $3,357-91.6% | $592-52.6% |