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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 | $31,157 | $101,798-69.4% | $165,071-81.1% | $80,935-61.5% |
| Participation rate | 20.5% | 71.8%-51.3pp | 78.6%-58.1pp | 67.7%-47.1pp |
| Annual return | 20.45% | 16.73%+3.7pp | 70.17%-49.7pp | 35.66%-15.2pp |
| Employer contribution / active EE | $957 | $2,954-67.6% | $4,347-78.0% | $2,757-65.3% |
| Participant deferral / active EE | $1,471 | $4,476-67.1% | $6,035-75.6% | $4,299-65.8% |
| Admin fee / account holder | $133 | $8,221-98.4% | $12,695-99.0% | $6,924-98.1% |