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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 | $35,924 | $54,541-34.1% | $78,778-54.4% | $70,126-48.8% |
| Participation rate | 16.4% | 60.8%-44.4pp | 69.2%-52.8pp | 69.5%-53.1pp |
| Annual return | 20.18% | 21.07%-0.9pp | 35.62%-15.4pp | 73.15%-53.0pp |
| Employer contribution / active EE | $202 | $1,089-81.4% | $1,986-89.8% | $2,343-91.4% |
| Participant deferral / active EE | $568 | $2,210-74.3% | $2,958-80.8% | $3,332-83.0% |
| Admin fee / account holder | $198 | $3,709-94.7% | $5,134-96.2% | $4,645-95.7% |