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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 | $36,991 | $71,230-48.1% | $93,727-60.5% | $80,959-54.3% |
| Participation rate | 24.1% | 60.4%-36.3pp | 68.7%-44.6pp | 67.7%-43.5pp |
| Annual return | 14.25% | 11.26%+3.0pp | 133.83%-119.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $423 | $1,565-73.0% | $2,421-82.5% | $2,757-84.7% |
| Participant deferral / active EE | $666 | $4,037-83.5% | $4,417-84.9% | $4,300-84.5% |
| Admin fee / account holder | $37 | $6,961-99.5% | $8,292-99.6% | $6,925-99.5% |