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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 | $7,741 | $87,166-91.1% | $76,735-89.9% | $137,256-94.4% |
| Participation rate | 54.2% | 74.4%-20.2pp | 69.5%-15.3pp | 80.0%-25.8pp |
| Annual return | 21.82% | 26.50%-4.7pp | 29.77%-8.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $494 | $2,904-83.0% | $2,454-79.9% | $4,156-88.1% |
| Participant deferral / active EE | $652 | $4,726-86.2% | $4,088-84.1% | $6,407-89.8% |
| Admin fee / account holder | $188 | $8,403-97.8% | $7,189-97.4% | $12,270-98.5% |