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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 | $53,546 | $64,010-16.3% | $108,359-50.6% | $64,340-16.8% |
| Participation rate | 12.0% | 49.4%-37.4pp | 70.1%-58.2pp | 55.2%-43.3pp |
| Annual return | 19.15% | 19.74%-0.6pp | 36.89%-17.7pp | 24.14%-5.0pp |
| Employer contribution / active EE | $284 | $1,029-72.4% | $2,399-88.2% | $1,862-84.7% |
| Participant deferral / active EE | $979 | $2,395-59.1% | $4,137-76.3% | $2,980-67.2% |
| Admin fee / account holder | $196 | $4,885-96.0% | $9,741-98.0% | $3,703-94.7% |