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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 | $31,556 | $73,978-57.3% | $96,515-67.3% | $75,173-58.0% |
| Participation rate | 24.5% | 66.4%-41.9pp | 74.3%-49.9pp | 67.2%-42.7pp |
| Annual return | 22.07% | 26.72%-4.7pp | 35.73%-13.7pp | 160.72%-138.7pp |
| Employer contribution / active EE | $998 | $2,931-65.9% | $3,740-73.3% | $2,671-62.6% |
| Participant deferral / active EE | $1,263 | $3,660-65.5% | $4,880-74.1% | $4,126-69.4% |
| Admin fee / account holder | $230 | $5,219-95.6% | $6,735-96.6% | $5,651-95.9% |