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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 | $38,768 | $153,769-74.8% | $133,975-71.1% | $273,972-85.8% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 3.52% | 36.51%-33.0pp | 29.29%-25.8pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,682 | $6,029-72.1% | $5,211-67.7% | $4,869-65.5% |
| Participant deferral / active EE | $1,408 | $6,958-79.8% | $6,282-77.6% | $5,287-73.4% |
| Admin fee / account holder | $187 | $11,765-98.4% | $9,324-98.0% | $10,133-98.2% |