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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 | $33,133 | $63,949-48.2% | $129,031-74.3% | $94,015-64.8% |
| Participation rate | 12.2% | 63.4%-51.3pp | 73.4%-61.2pp | 70.8%-58.7pp |
| Annual return | 17.91% | 17.56%+0.3pp | 34.67%-16.8pp | 17.84%+0.1pp |
| Employer contribution / active EE | $416 | $1,865-77.7% | $3,226-87.1% | $2,790-85.1% |
| Participant deferral / active EE | $850 | $3,686-76.9% | $5,217-83.7% | $4,249-80.0% |
| Admin fee / account holder | $297 | $5,523-94.6% | $13,208-97.7% | $8,951-96.7% |