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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 | $23,777 | $106,524-77.7% | $152,301-84.4% | $87,485-72.8% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.4%-46.4pp | 68.9%-32.9pp |
| Annual return | 27.05% | 26.89%+0.2pp | 80.50%-53.5pp | 26.06%+1.0pp |
| Employer contribution / active EE | $785 | $3,371-76.7% | $4,624-83.0% | $2,596-69.7% |
| Participant deferral / active EE | $2,228 | $6,525-65.8% | $8,004-72.2% | $4,274-47.9% |
| Admin fee / account holder | $168 | $8,287-98.0% | $14,398-98.8% | $7,775-97.8% |