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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 | $38,395 | $58,523-34.4% | $99,475-61.4% | $72,975-47.4% |
| Participation rate | 46.4% | 64.6%-18.2pp | 73.8%-27.4pp | 69.5%-23.1pp |
| Annual return | 20.19% | 28.51%-8.3pp | 30.72%-10.5pp | 81.01%-60.8pp |
| Employer contribution / active EE | $410 | $1,512-72.9% | $2,540-83.8% | $2,440-83.2% |
| Participant deferral / active EE | $524 | $2,606-79.9% | $3,619-85.5% | $3,608-85.5% |
| Admin fee / account holder | $85 | $4,102-97.9% | $6,252-98.6% | $5,124-98.3% |