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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 | $48,613 | $77,574-37.3% | $108,753-55.3% | $86,983-44.1% |
| Participation rate | 17.6% | 62.3%-44.6pp | 71.1%-53.4pp | 69.5%-51.9pp |
| Annual return | 23.38% | 18.42%+5.0pp | 37.47%-14.1pp | 25.83%-2.5pp |
| Employer contribution / active EE | $743 | $1,611-53.9% | $2,427-69.4% | $2,584-71.3% |
| Participant deferral / active EE | $991 | $3,128-68.3% | $4,115-75.9% | $4,194-76.4% |
| Admin fee / account holder | $88 | $6,529-98.6% | $10,320-99.1% | $7,856-98.9% |