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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 | $24,307 | $48,078-49.4% | $78,676-69.1% | $62,881-61.3% |
| Participation rate | 19.2% | 65.2%-46.0pp | 73.6%-54.3pp | 69.3%-50.1pp |
| Annual return | 5.77% | 31.36%-25.6pp | 62.19%-56.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $365 | $2,015-81.9% | $2,850-87.2% | $2,281-84.0% |
| Participant deferral / active EE | $604 | $2,587-76.7% | $3,517-82.8% | $3,203-81.2% |
| Admin fee / account holder | $50 | $3,206-98.4% | $4,510-98.9% | $4,296-98.8% |