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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 | $21,332 | $54,541-60.9% | $78,778-72.9% | $70,124-69.6% |
| Participation rate | 64.9% | 60.8%+4.1pp | 69.2%-4.3pp | 69.5%-4.7pp |
| Annual return | 19.10% | 21.07%-2.0pp | 35.62%-16.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $234 | $1,089-78.5% | $1,986-88.2% | $2,342-90.0% |
| Participant deferral / active EE | $459 | $2,210-79.2% | $2,958-84.5% | $3,332-86.2% |
| Admin fee / account holder | $4 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |