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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 | $13,905 | $67,894-79.5% | $89,340-84.4% | $82,448-83.1% |
| Participation rate | 45.7% | 64.0%-18.3pp | 69.6%-23.9pp | 68.1%-22.4pp |
| Annual return | 19.77% | 19.21%+0.6pp | 20.57%-0.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $904 | $1,828-50.5% | $2,231-59.5% | $2,551-64.5% |
| Participant deferral / active EE | $1,062 | $3,072-65.4% | $3,823-72.2% | $4,139-74.3% |
| Admin fee / account holder | $1 | $5,723-100.0% | $6,704-100.0% | $7,234-100.0% |