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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 | $74,535-41.2% | $100,712-56.5% | $82,637-47.0% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 19.99% | 18.92%+1.1pp | 33.27%-13.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $404 | $1,503-73.1% | $2,313-82.5% | $2,552-84.2% |
| Participant deferral / active EE | $655 | $3,074-78.7% | $4,085-84.0% | $4,126-84.1% |
| Admin fee / account holder | $66 | $6,576-99.0% | $9,256-99.3% | $7,339-99.1% |