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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 | $39,374 | $106,524-63.0% | $152,301-74.1% | $87,485-55.0% |
| Participation rate | 42.4% | 75.8%-33.3pp | 82.4%-40.0pp | 68.9%-26.5pp |
| Annual return | 18.03% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $668 | $3,371-80.2% | $4,624-85.6% | $2,596-74.3% |
| Participant deferral / active EE | $1,103 | $6,525-83.1% | $8,004-86.2% | $4,274-74.2% |
| Admin fee / account holder | $135 | $8,287-98.4% | $14,398-99.1% | $7,775-98.3% |