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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 | $38,543 | $65,364-41.0% | $92,909-58.5% | $72,975-47.2% |
| Participation rate | 35.9% | 68.3%-32.4pp | 76.0%-40.1pp | 69.5%-33.6pp |
| Annual return | 22.98% | 42.11%-19.1pp | 109.44%-86.5pp | 81.01%-58.0pp |
| Employer contribution / active EE | $828 | $2,594-68.1% | $3,653-77.3% | $2,440-66.1% |
| Participant deferral / active EE | $1,262 | $3,128-59.7% | $4,238-70.2% | $3,608-65.0% |
| Admin fee / account holder | $181 | $4,251-95.8% | $5,795-96.9% | $5,124-96.5% |