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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 | $33,411 | $74,535-55.2% | $100,712-66.8% | $82,637-59.6% |
| Participation rate | 62.0% | 61.2%+0.8pp | 69.3%-7.3pp | 68.1%-6.1pp |
| Annual return | 15.21% | 18.92%-3.7pp | 33.27%-18.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $467 | $1,503-68.9% | $2,313-79.8% | $2,552-81.7% |
| Participant deferral / active EE | $775 | $3,074-74.8% | $4,085-81.0% | $4,126-81.2% |
| Admin fee / account holder | $83 | $6,576-98.7% | $9,256-99.1% | $7,339-98.9% |