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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 | $23,607 | $65,361-63.9% | $92,903-74.6% | $72,983-67.7% |
| Participation rate | 26.7% | 68.3%-41.6pp | 76.0%-49.3pp | 69.5%-42.8pp |
| Annual return | 27.98% | 42.11%-14.1pp | 109.43%-81.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $811 | $2,594-68.8% | $3,653-77.8% | $2,440-66.8% |
| Participant deferral / active EE | $1,046 | $3,128-66.6% | $4,238-75.3% | $3,608-71.0% |
| Admin fee / account holder | $21 | $4,251-99.5% | $5,795-99.6% | $5,124-99.6% |