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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 | $26,357 | $107,733-75.5% | $92,985-71.7% | $154,746-83.0% |
| Participation rate | 29.4% | 74.6%-45.1pp | 69.5%-40.1pp | 80.7%-51.3pp |
| Annual return | 17.84% | 30.39%-12.6pp | 27.99%-10.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $725 | $3,126-76.8% | $2,662-72.8% | $4,379-83.5% |
| Participant deferral / active EE | $795 | $5,053-84.3% | $4,377-81.8% | $6,730-88.2% |
| Admin fee / account holder | $116 | $11,369-99.0% | $9,463-98.8% | $14,365-99.2% |