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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 | $8,881 | $25,014-64.5% | $69,632-87.2% | $80,959-89.0% |
| Participation rate | 38.7% | 64.2%-25.5pp | 66.4%-27.7pp | 67.7%-29.0pp |
| Annual return | 22.51% | 19.08%+3.4pp | 101.32%-78.8pp | 35.67%-13.2pp |
| Employer contribution / active EE | $537 | $991-45.9% | $1,708-68.6% | $2,757-80.5% |
| Participant deferral / active EE | $653 | $1,840-64.5% | $2,889-77.4% | $4,300-84.8% |
| Admin fee / account holder | $111 | $2,491-95.5% | $4,695-97.6% | $6,925-98.4% |