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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 | $42,669 | $67,602-36.9% | $82,312-48.2% | $70,126-39.2% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 15.83% | 21.57%-5.7pp | 25.88%-10.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $798 | $1,755-54.5% | $2,428-67.1% | $2,343-65.9% |
| Participant deferral / active EE | $1,338 | $2,987-55.2% | $3,706-63.9% | $3,332-59.8% |
| Admin fee / account holder | $32 | $4,512-99.3% | $5,608-99.4% | $4,645-99.3% |