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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 | $31,038 | $57,590-46.1% | $86,233-64.0% | $82,448-62.4% |
| Participation rate | 17.8% | 57.9%-40.1pp | 69.0%-51.2pp | 68.1%-50.3pp |
| Annual return | 20.24% | 22.41%-2.2pp | 61.39%-41.1pp | 41.64%-21.4pp |
| Employer contribution / active EE | $375 | $1,655-77.4% | $2,504-85.0% | $2,551-85.3% |
| Participant deferral / active EE | $659 | $3,080-78.6% | $4,559-85.6% | $4,139-84.1% |
| Admin fee / account holder | $49 | $4,730-99.0% | $8,342-99.4% | $7,234-99.3% |