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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 | $28,044 | $100,970-72.2% | $96,576-71.0% | $137,256-79.6% |
| Participation rate | 47.4% | 82.6%-35.2pp | 81.4%-34.1pp | 80.0%-32.6pp |
| Annual return | 16.97% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,178 | $3,809-69.1% | $3,553-66.8% | $4,156-71.7% |
| Participant deferral / active EE | $1,973 | $8,286-76.2% | $7,956-75.2% | $6,407-69.2% |
| Admin fee / account holder | $30 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |