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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 | $123,155-79.0% | $108,753-76.3% | $155,188-83.4% |
| Participation rate | 45.0% | 75.6%-30.6pp | 71.1%-26.1pp | 80.8%-35.8pp |
| Annual return | 15.72% | 44.73%-29.0pp | 37.47%-21.7pp | 148.84%-133.1pp |
| Employer contribution / active EE | $529 | $2,811-81.2% | $2,427-78.2% | $4,248-87.5% |
| Participant deferral / active EE | $995 | $4,623-78.5% | $4,115-75.8% | $6,531-84.8% |
| Admin fee / account holder | $227 | $12,126-98.1% | $10,320-97.8% | $14,480-98.4% |