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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 | $40,450 | $64,920-37.7% | $103,693-61.0% | $86,983-53.5% |
| Participation rate | 32.3% | 63.6%-31.3pp | 72.6%-40.4pp | 69.5%-37.3pp |
| Annual return | 18.63% | 30.29%-11.7pp | 47.61%-29.0pp | 25.83%-7.2pp |
| Employer contribution / active EE | $598 | $2,141-72.1% | $2,920-79.5% | $2,584-76.9% |
| Participant deferral / active EE | $744 | $3,241-77.1% | $4,579-83.8% | $4,194-82.3% |
| Admin fee / account holder | $5 | $6,191-99.9% | $7,858-99.9% | $7,856-99.9% |