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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 | $25,082 | $72,272-65.3% | $101,264-75.2% | $79,858-68.6% |
| Participation rate | 52.3% | 68.5%-16.2pp | 75.8%-23.5pp | 69.6%-17.4pp |
| Annual return | 13.66% | 22.30%-8.6pp | 46.48%-32.8pp | 31.72%-18.1pp |
| Employer contribution / active EE | $840 | $2,692-68.8% | $3,660-77.1% | $2,471-66.0% |
| Participant deferral / active EE | $1,101 | $3,282-66.5% | $4,370-74.8% | $3,740-70.6% |
| Admin fee / account holder | $278 | $4,401-93.7% | $5,947-95.3% | $5,306-94.8% |