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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 | $26,436 | $76,551-65.5% | $123,894-78.7% | $62,881-58.0% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 8.48% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $493 | $2,882-82.9% | $4,617-89.3% | $2,281-78.4% |
| Participant deferral / active EE | $1,167 | $4,840-75.9% | $5,984-80.5% | $3,203-63.6% |
| Admin fee / account holder | $38 | $4,826-99.2% | $8,357-99.6% | $4,296-99.1% |