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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 | $30,465 | $57,541-47.1% | $95,759-68.2% | $75,177-59.5% |
| Participation rate | 39.2% | 62.5%-23.3pp | 72.3%-33.1pp | 67.2%-28.0pp |
| Annual return | 26.40% | 34.93%-8.5pp | 28.42%-2.0pp | 160.75%-134.3pp |
| Employer contribution / active EE | $621 | $1,808-65.6% | $2,836-78.1% | $2,671-76.8% |
| Participant deferral / active EE | $1,008 | $3,074-67.2% | $4,244-76.3% | $4,126-75.6% |
| Admin fee / account holder | $216 | $4,099-94.7% | $5,678-96.2% | $5,651-96.2% |