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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 | $25,312 | $70,475-64.1% | $100,530-74.8% | $79,858-68.3% |
| Participation rate | 35.7% | 73.7%-37.9pp | 79.4%-43.7pp | 69.6%-33.9pp |
| Annual return | 22.62% | 21.90%+0.7pp | 30.89%-8.3pp | 31.72%-9.1pp |
| Employer contribution / active EE | $677 | $2,165-68.7% | $3,418-80.2% | $2,471-72.6% |
| Participant deferral / active EE | $1,685 | $5,181-67.5% | $6,271-73.1% | $3,740-54.9% |
| Admin fee / account holder | $54 | $4,478-98.8% | $8,083-99.3% | $5,306-99.0% |