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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 | $27,966 | $106,864-73.8% | $147,318-81.0% | $82,637-66.2% |
| Participation rate | 25.0% | 75.5%-50.5pp | 82.1%-57.1pp | 68.1%-43.1pp |
| Annual return | 17.30% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,105 | $3,417-67.7% | $4,593-76.0% | $2,552-56.7% |
| Participant deferral / active EE | $1,735 | $6,496-73.3% | $7,906-78.1% | $4,126-58.0% |
| Admin fee / account holder | $191 | $8,415-97.7% | $13,708-98.6% | $7,339-97.4% |