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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 | $27,532 | $65,367-57.9% | $92,915-70.4% | $72,976-62.3% |
| Participation rate | 31.0% | 68.3%-37.3pp | 76.0%-45.0pp | 69.5%-38.5pp |
| Annual return | 23.73% | 42.11%-18.4pp | 109.45%-85.7pp | 81.02%-57.3pp |
| Employer contribution / active EE | $785 | $2,594-69.8% | $3,653-78.5% | $2,440-67.8% |
| Participant deferral / active EE | $1,065 | $3,128-65.9% | $4,238-74.9% | $3,608-70.5% |
| Admin fee / account holder | $28 | $4,251-99.3% | $5,796-99.5% | $5,124-99.5% |