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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 | $33,607 | $93,589-64.1% | $135,942-75.3% | $75,181-55.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 16.70% | 30.90%-14.2pp | 68.28%-51.6pp | 160.69%-144.0pp |
| Employer contribution / active EE | $1,577 | $3,537-55.4% | $4,858-67.5% | $2,671-40.9% |
| Participant deferral / active EE | $2,286 | $6,405-64.3% | $7,759-70.5% | $4,126-44.6% |
| Admin fee / account holder | $10 | $6,977-99.9% | $10,764-99.9% | $5,650-99.8% |