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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 | $41,870 | $56,894-26.4% | $84,753-50.6% | $62,881-33.4% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 8.52% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $881 | $2,400-63.3% | $3,574-75.3% | $2,281-61.4% |
| Participant deferral / active EE | $968 | $2,709-64.3% | $3,712-73.9% | $3,203-69.8% |
| Admin fee / account holder | $42 | $3,581-98.8% | $5,333-99.2% | $4,296-99.0% |