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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 | $13,774 | $55,684-75.3% | $75,900-81.9% | $72,976-81.1% |
| Participation rate | 67.7% | 61.1%+6.6pp | 69.3%-1.5pp | 69.5%-1.7pp |
| Annual return | 22.78% | 27.60%-4.8pp | 30.73%-8.0pp | 81.02%-58.2pp |
| Employer contribution / active EE | $385 | $1,687-77.2% | $2,501-84.6% | $2,440-84.2% |
| Participant deferral / active EE | $626 | $2,634-76.2% | $3,604-82.6% | $3,608-82.7% |
| Admin fee / account holder | $76 | $3,981-98.1% | $5,421-98.6% | $5,124-98.5% |