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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 | $25,983 | $56,894-54.3% | $84,753-69.3% | $62,881-58.7% |
| Participation rate | 26.7% | 68.5%-41.9pp | 76.6%-49.9pp | 69.3%-42.6pp |
| Annual return | 4.90% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.2pp |
| Employer contribution / active EE | $528 | $2,400-78.0% | $3,574-85.2% | $2,281-76.9% |
| Participant deferral / active EE | $572 | $2,709-78.9% | $3,712-84.6% | $3,203-82.1% |
| Admin fee / account holder | $182 | $3,581-94.9% | $5,333-96.6% | $4,296-95.8% |