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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 | $33,413 | $62,686-46.7% | $178,540-81.3% | $77,736-57.0% |
| Participation rate | 12.0% | 66.9%-54.9pp | 77.1%-65.1pp | 70.6%-58.6pp |
| Annual return | 17.94% | 16.16%+1.8pp | 27.15%-9.2pp | 31.26%-13.3pp |
| Employer contribution / active EE | $547 | $1,914-71.4% | $3,953-86.2% | $2,728-80.0% |
| Participant deferral / active EE | $979 | $4,224-76.8% | $6,281-84.4% | $4,651-79.0% |
| Admin fee / account holder | $285 | $386-26.1% | $10,424-97.3% | $433-34.2% |