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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 | $43,811 | $73,787-40.6% | $98,716-55.6% | $82,448-46.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 19.99% | 18.57%+1.4pp | 31.81%-11.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $404 | $1,511-73.2% | $2,279-82.3% | $2,551-84.1% |
| Participant deferral / active EE | $655 | $3,081-78.8% | $4,048-83.8% | $4,139-84.2% |
| Admin fee / account holder | $66 | $6,500-99.0% | $8,703-99.2% | $7,234-99.1% |