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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 | $45,835 | $41,377+10.8% | $109,313-58.1% | $62,881-27.1% |
| Participation rate | 36.1% | 57.5%-21.5pp | 71.3%-35.2pp | 69.3%-33.2pp |
| Annual return | 8.99% | 11.05%-2.1pp | 22.07%-13.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $484 | $1,276-62.1% | $3,892-87.6% | $2,281-78.8% |
| Participant deferral / active EE | $450 | $2,045-78.0% | $3,166-85.8% | $3,203-86.0% |
| Admin fee / account holder | $110 | $2,884-96.2% | $5,666-98.1% | $4,296-97.4% |