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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 | $42,167 | $56,894-25.9% | $84,753-50.2% | $62,881-32.9% |
| Participation rate | 47.5% | 68.5%-21.0pp | 76.6%-29.1pp | 69.3%-21.8pp |
| Annual return | 8.40% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.7pp |
| Employer contribution / active EE | $991 | $2,400-58.7% | $3,574-72.3% | $2,281-56.6% |
| Participant deferral / active EE | $772 | $2,709-71.5% | $3,712-79.2% | $3,203-75.9% |
| Admin fee / account holder | $25 | $3,581-99.3% | $5,333-99.5% | $4,296-99.4% |