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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 | $34,904 | $112,729-69.0% | $98,716-64.6% | $137,256-74.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 23.38% | 38.48%-15.1pp | 31.81%-8.4pp | 220.34%-197.0pp |
| Employer contribution / active EE | $478 | $2,725-82.5% | $2,279-79.0% | $4,156-88.5% |
| Participant deferral / active EE | $921 | $4,640-80.1% | $4,048-77.2% | $6,407-85.6% |
| Admin fee / account holder | $106 | $10,129-99.0% | $8,703-98.8% | $12,270-99.1% |