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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 | $26,710 | $47,848-44.2% | $81,473-67.2% | $70,126-61.9% |
| Participation rate | 17.5% | 58.3%-40.8pp | 68.0%-50.5pp | 69.5%-52.0pp |
| Annual return | 20.07% | 27.25%-7.2pp | 38.78%-18.7pp | 73.15%-53.1pp |
| Employer contribution / active EE | $296 | $1,527-80.6% | $2,568-88.5% | $2,343-87.4% |
| Participant deferral / active EE | $599 | $2,453-75.6% | $3,537-83.1% | $3,332-82.0% |
| Admin fee / account holder | $36 | $3,145-98.9% | $4,561-99.2% | $4,645-99.2% |