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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 | $18,625 | $36,140-48.5% | $73,658-74.7% | $64,340-71.1% |
| Participation rate | 7.8% | 31.0%-23.2pp | 57.0%-49.2pp | 55.2%-47.4pp |
| Annual return | 23.61% | 21.48%+2.1pp | 29.72%-6.1pp | 24.14%-0.5pp |
| Employer contribution / active EE | $179 | $443-59.7% | $1,032-82.7% | $1,862-90.4% |
| Participant deferral / active EE | $238 | $1,023-76.7% | $2,062-88.5% | $2,980-92.0% |
| Admin fee / account holder | $65 | $2,513-97.4% | $3,357-98.1% | $3,703-98.2% |