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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 | $39,045 | $95,453-59.1% | $112,040-65.2% | $82,448-52.6% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.5%-40.5pp | 68.1%-32.1pp |
| Annual return | 24.96% | 23.92%+1.0pp | 24.52%+0.4pp | 41.64%-16.7pp |
| Employer contribution / active EE | $1,357 | $2,318-41.5% | $2,954-54.1% | $2,551-46.8% |
| Participant deferral / active EE | $1,839 | $4,224-56.5% | $5,098-63.9% | $4,139-55.6% |
| Admin fee / account holder | $138 | $9,013-98.5% | $12,098-98.9% | $7,234-98.1% |