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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 | $24,080 | $107,733-77.6% | $92,985-74.1% | $154,746-84.4% |
| Participation rate | 35.7% | 74.6%-38.8pp | 69.5%-33.8pp | 80.7%-45.0pp |
| Annual return | 17.06% | 30.39%-13.3pp | 27.99%-10.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $704 | $3,126-77.5% | $2,662-73.6% | $4,379-83.9% |
| Participant deferral / active EE | $1,292 | $5,053-74.4% | $4,377-70.5% | $6,730-80.8% |
| Admin fee / account holder | $39 | $11,369-99.7% | $9,463-99.6% | $14,365-99.7% |