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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 | $20,537 | $63,845-67.8% | $81,370-74.8% | $80,959-74.6% |
| Participation rate | 42.3% | 63.9%-21.6pp | 69.5%-27.2pp | 67.7%-25.4pp |
| Annual return | 14.84% | 16.37%-1.5pp | 24.85%-10.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $471 | $1,980-76.2% | $2,464-80.9% | $2,757-82.9% |
| Participant deferral / active EE | $913 | $3,093-70.5% | $3,885-76.5% | $4,300-78.8% |
| Admin fee / account holder | $87 | $5,688-98.5% | $5,749-98.5% | $6,925-98.7% |