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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 | $22,638 | $78,015-71.0% | $178,505-87.3% | $80,959-72.0% |
| Participation rate | 23.4% | 65.7%-42.2pp | 77.1%-53.7pp | 67.7%-44.2pp |
| Annual return | 17.94% | 18.10%-0.2pp | 27.16%-9.2pp | 35.67%-17.7pp |
| Employer contribution / active EE | $639 | $2,281-72.0% | $3,955-83.8% | $2,757-76.8% |
| Participant deferral / active EE | $1,328 | $4,406-69.8% | $6,280-78.8% | $4,300-69.1% |
| Admin fee / account holder | $81 | $7,160-98.9% | $10,428-99.2% | $6,925-98.8% |