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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 | $50,593 | $54,541-7.2% | $78,778-35.8% | $70,126-27.9% |
| Participation rate | 7.7% | 60.8%-53.1pp | 69.2%-61.5pp | 69.5%-61.8pp |
| Annual return | 23.87% | 21.07%+2.8pp | 35.62%-11.7pp | 73.15%-49.3pp |
| Employer contribution / active EE | $282 | $1,089-74.1% | $1,986-85.8% | $2,343-88.0% |
| Participant deferral / active EE | $695 | $2,210-68.5% | $2,958-76.5% | $3,332-79.1% |
| Admin fee / account holder | $102 | $3,709-97.2% | $5,134-98.0% | $4,645-97.8% |