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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 | $31,681 | $48,078-34.1% | $78,676-59.7% | $62,881-49.6% |
| Participation rate | 20.8% | 65.2%-44.4pp | 73.6%-52.7pp | 69.3%-48.5pp |
| Annual return | 23.91% | 31.36%-7.4pp | 62.19%-38.3pp | 20.14%+3.8pp |
| Employer contribution / active EE | $750 | $2,015-62.8% | $2,850-73.7% | $2,281-67.1% |
| Participant deferral / active EE | $733 | $2,587-71.7% | $3,517-79.2% | $3,203-77.1% |
| Admin fee / account holder | $186 | $3,206-94.2% | $4,510-95.9% | $4,296-95.7% |