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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 | $21,789 | $54,541-60.1% | $78,778-72.3% | $70,126-68.9% |
| Participation rate | 40.7% | 60.8%-20.1pp | 69.2%-28.5pp | 69.5%-28.8pp |
| Annual return | 32.43% | 21.07%+11.4pp | 35.62%-3.2pp | 73.15%-40.7pp |
| Employer contribution / active EE | $366 | $1,089-66.4% | $1,986-81.6% | $2,343-84.4% |
| Participant deferral / active EE | $734 | $2,210-66.8% | $2,958-75.2% | $3,332-78.0% |
| Admin fee / account holder | $263 | $3,709-92.9% | $5,134-94.9% | $4,645-94.3% |