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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 | $25,853 | $93,598-72.4% | $135,974-81.0% | $75,173-65.6% |
| Participation rate | 40.6% | 75.2%-34.6pp | 81.9%-41.3pp | 67.2%-26.6pp |
| Annual return | 33.32% | 30.89%+2.4pp | 68.30%-35.0pp | 160.72%-127.4pp |
| Employer contribution / active EE | $1,082 | $3,538-69.4% | $4,859-77.7% | $2,671-59.5% |
| Participant deferral / active EE | $2,064 | $6,405-67.8% | $7,760-73.4% | $4,126-50.0% |
| Admin fee / account holder | $132 | $6,978-98.1% | $10,767-98.8% | $5,651-97.7% |