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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 | $33,161 | $46,877-29.3% | $122,354-72.9% | $70,126-52.7% |
| Participation rate | 25.0% | 58.2%-33.2pp | 71.6%-46.6pp | 69.5%-44.5pp |
| Annual return | 15.56% | 24.22%-8.7pp | 30.28%-14.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $336 | $1,288-74.0% | $4,051-91.7% | $2,343-85.7% |
| Participant deferral / active EE | $763 | $2,167-64.8% | $3,287-76.8% | $3,332-77.1% |
| Admin fee / account holder | $48 | $3,324-98.6% | $5,479-99.1% | $4,645-99.0% |