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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 | $23,291 | $72,027-67.7% | $185,835-87.5% | $79,852-70.8% |
| Participation rate | 19.2% | 65.8%-46.5pp | 78.0%-58.8pp | 69.6%-50.4pp |
| Annual return | 38.85% | 23.13%+15.7pp | 35.96%+2.9pp | 31.72%+7.1pp |
| Employer contribution / active EE | $1,003 | $1,965-49.0% | $4,087-75.5% | $2,471-59.4% |
| Participant deferral / active EE | $1,219 | $3,780-67.7% | $5,633-78.4% | $3,740-67.4% |
| Admin fee / account holder | $51 | $4,513-98.9% | $9,502-99.5% | $5,306-99.0% |