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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 | $25,824 | $124,980-79.3% | $108,359-76.2% | $154,746-83.3% |
| Participation rate | 45.0% | 75.2%-30.2pp | 70.1%-25.1pp | 80.7%-35.7pp |
| Annual return | 15.72% | 45.00%-29.3pp | 36.89%-21.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $529 | $2,851-81.4% | $2,399-78.0% | $4,379-87.9% |
| Participant deferral / active EE | $995 | $4,743-79.0% | $4,137-75.9% | $6,730-85.2% |
| Admin fee / account holder | $227 | $11,502-98.0% | $9,741-97.7% | $14,365-98.4% |