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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 | $19,937 | $46,599-57.2% | $64,101-68.9% | $75,173-73.5% |
| Participation rate | 31.3% | 65.9%-34.7pp | 72.3%-41.1pp | 67.2%-36.0pp |
| Annual return | 38.71% | 26.06%+12.7pp | 33.72%+5.0pp | 160.72%-122.0pp |
| Employer contribution / active EE | $516 | $1,975-73.9% | $2,749-81.2% | $2,671-80.7% |
| Participant deferral / active EE | $739 | $2,837-74.0% | $3,881-81.0% | $4,126-82.1% |
| Admin fee / account holder | $168 | $2,956-94.3% | $3,070-94.5% | $5,651-97.0% |