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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 | $25,258 | $117,846-78.6% | $102,434-75.3% | $145,884-82.7% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 11.26% | 31.90%-20.6pp | 29.46%-18.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $999 | $3,615-72.4% | $3,023-66.9% | $4,662-78.6% |
| Participant deferral / active EE | $1,000 | $5,733-82.6% | $5,055-80.2% | $6,690-85.1% |
| Admin fee / account holder | $72 | $13,356-99.5% | $9,462-99.2% | $13,392-99.5% |