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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 | $35,320 | $86,050-59.0% | $189,758-81.4% | $94,015-62.4% |
| Participation rate | 65.5% | 68.9%-3.4pp | 79.8%-14.3pp | 70.8%-5.3pp |
| Annual return | 14.52% | 17.77%-3.3pp | 52.62%-38.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $2,213 | $2,819-21.5% | $4,767-53.6% | $2,790-20.7% |
| Participant deferral / active EE | $351 | $3,349-89.5% | $5,856-94.0% | $4,249-91.7% |
| Admin fee / account holder | $40 | $6,627-99.4% | $20,388-99.8% | $8,951-99.5% |