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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 | $124,980-76.6% | $108,359-73.1% | $154,746-81.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 18.95% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $814 | $2,851-71.4% | $2,399-66.1% | $4,379-81.4% |
| Participant deferral / active EE | $1,072 | $4,743-77.4% | $4,137-74.1% | $6,730-84.1% |
| Admin fee / account holder | $110 | $11,502-99.0% | $9,741-98.9% | $14,365-99.2% |