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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 | $29,194 | $112,729-74.1% | $98,716-70.4% | $137,256-78.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 18.95% | 38.48%-19.5pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $814 | $2,725-70.1% | $2,279-64.3% | $4,156-80.4% |
| Participant deferral / active EE | $1,072 | $4,640-76.9% | $4,048-73.5% | $6,407-83.3% |
| Admin fee / account holder | $110 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |