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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 | $33,862 | $124,425-72.8% | $112,040-69.8% | $137,256-75.3% |
| Participation rate | 28.6% | 79.3%-50.7pp | 76.5%-47.9pp | 80.0%-51.4pp |
| Annual return | 23.23% | 24.72%-1.5pp | 24.52%-1.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $821 | $3,411-75.9% | $2,954-72.2% | $4,156-80.2% |
| Participant deferral / active EE | $1,385 | $5,718-75.8% | $5,098-72.8% | $6,407-78.4% |
| Admin fee / account holder | $121 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |