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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 | $22,308 | $91,179-75.5% | $178,499-87.5% | $79,852-72.1% |
| Participation rate | 18.3% | 69.2%-50.9pp | 81.9%-63.6pp | 69.6%-51.3pp |
| Annual return | 32.26% | 24.19%+8.1pp | 151.10%-118.8pp | 31.72%+0.5pp |
| Employer contribution / active EE | $784 | $3,256-75.9% | $5,011-84.4% | $2,471-68.3% |
| Participant deferral / active EE | $791 | $3,236-75.6% | $5,202-84.8% | $3,740-78.9% |
| Admin fee / account holder | $165 | $6,749-97.6% | $13,986-98.8% | $5,306-96.9% |