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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 | $76,407-53.8% | $150,298-76.5% | $82,448-57.2% |
| Participation rate | 65.5% | 66.4%-0.9pp | 77.8%-12.2pp | 68.1%-2.6pp |
| Annual return | 14.52% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,213 | $2,614-15.3% | $4,154-46.7% | $2,551-13.2% |
| Participant deferral / active EE | $351 | $3,214-89.1% | $5,453-93.6% | $4,139-91.5% |
| Admin fee / account holder | $40 | $6,352-99.4% | $14,116-99.7% | $7,234-99.4% |