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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 | $36,301 | $86,922-58.2% | $102,438-64.6% | $80,874-55.1% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 18.84% | 18.90%-0.1pp | 29.37%-10.5pp | 35.62%-16.8pp |
| Employer contribution / active EE | $1,000 | $2,369-57.8% | $3,024-66.9% | $2,756-63.7% |
| Participant deferral / active EE | $1,389 | $4,119-66.3% | $5,054-72.5% | $4,297-67.7% |
| Admin fee / account holder | $276 | $8,050-96.6% | $9,448-97.1% | $6,935-96.0% |