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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 | $35,450 | $72,269-50.9% | $101,271-65.0% | $79,852-55.6% |
| Participation rate | 27.9% | 68.5%-40.5pp | 75.8%-47.9pp | 69.6%-41.7pp |
| Annual return | 19.81% | 22.29%-2.5pp | 46.48%-26.7pp | 31.72%-11.9pp |
| Employer contribution / active EE | $666 | $2,692-75.3% | $3,660-81.8% | $2,471-73.0% |
| Participant deferral / active EE | $1,365 | $3,282-58.4% | $4,371-68.8% | $3,740-63.5% |
| Admin fee / account holder | $72 | $4,401-98.4% | $5,948-98.8% | $5,306-98.6% |