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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 | $34,691 | $53,777-35.5% | $134,155-74.1% | $79,858-56.6% |
| Participation rate | 37.1% | 58.8%-21.7pp | 72.2%-35.1pp | 69.6%-32.5pp |
| Annual return | 23.87% | 19.01%+4.9pp | 36.34%-12.5pp | 31.72%-7.9pp |
| Employer contribution / active EE | $416 | $1,321-68.5% | $3,705-88.8% | $2,471-83.2% |
| Participant deferral / active EE | $662 | $2,420-72.7% | $3,500-81.1% | $3,740-82.3% |
| Admin fee / account holder | $59 | $3,984-98.5% | $6,685-99.1% | $5,306-98.9% |