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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 | $23,116 | $106,267-78.2% | $96,520-76.1% | $139,456-83.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.43% | 38.45%-21.0pp | 35.72%-18.3pp | 373.45%-356.0pp |
| Employer contribution / active EE | $828 | $4,105-79.8% | $3,739-77.8% | $4,753-82.6% |
| Participant deferral / active EE | $1,153 | $5,454-78.9% | $4,879-76.4% | $6,711-82.8% |
| Admin fee / account holder | $81 | $7,882-99.0% | $6,733-98.8% | $11,407-99.3% |