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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 | $20,896 | $58,493-64.3% | $84,021-75.1% | $72,975-71.4% |
| Participation rate | 16.2% | 61.2%-45.0pp | 69.0%-52.8pp | 69.5%-53.3pp |
| Annual return | 29.73% | 28.93%+0.8pp | 71.32%-41.6pp | 81.01%-51.3pp |
| Employer contribution / active EE | $353 | $1,163-69.6% | $1,984-82.2% | $2,440-85.5% |
| Participant deferral / active EE | $353 | $2,394-85.2% | $3,239-89.1% | $3,608-90.2% |
| Admin fee / account holder | $26 | $4,569-99.4% | $6,102-99.6% | $5,124-99.5% |