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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 | $31,473 | $55,713-43.5% | $75,901-58.5% | $72,975-56.9% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.3%-38.2pp | 69.5%-38.5pp |
| Annual return | 18.49% | 27.60%-9.1pp | 30.76%-12.3pp | 81.01%-62.5pp |
| Employer contribution / active EE | $641 | $1,687-62.0% | $2,501-74.4% | $2,440-73.7% |
| Participant deferral / active EE | $781 | $2,634-70.4% | $3,603-78.3% | $3,608-78.4% |
| Admin fee / account holder | $8 | $3,980-99.8% | $5,420-99.8% | $5,124-99.8% |