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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 | $24,584 | $63,355-61.2% | $91,994-73.3% | $72,983-66.3% |
| Participation rate | 33.3% | 72.5%-39.2pp | 78.6%-45.3pp | 69.5%-36.2pp |
| Annual return | 20.31% | 35.35%-15.0pp | 69.03%-48.7pp | 81.01%-60.7pp |
| Employer contribution / active EE | $1,340 | $2,116-36.7% | $3,452-61.2% | $2,440-45.1% |
| Participant deferral / active EE | $1,803 | $4,883-63.1% | $5,923-69.6% | $3,608-50.0% |
| Admin fee / account holder | $73 | $4,668-98.4% | $7,743-99.1% | $5,124-98.6% |