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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 | $76,834-43.0% | $108,359-59.6% | $87,485-49.9% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 19.99% | 19.09%+0.9pp | 36.89%-16.9pp | 26.06%-6.1pp |
| Employer contribution / active EE | $404 | $1,556-74.0% | $2,399-83.1% | $2,596-84.4% |
| Participant deferral / active EE | $655 | $3,100-78.9% | $4,137-84.2% | $4,274-84.7% |
| Admin fee / account holder | $66 | $6,537-99.0% | $9,741-99.3% | $7,775-99.1% |