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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 | $13,753 | $67,894-79.7% | $89,340-84.6% | $82,448-83.3% |
| Participation rate | 32.4% | 64.0%-31.7pp | 69.6%-37.2pp | 68.1%-35.7pp |
| Annual return | 21.23% | 19.21%+2.0pp | 20.57%+0.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $597 | $1,828-67.3% | $2,231-73.2% | $2,551-76.6% |
| Participant deferral / active EE | $690 | $3,072-77.5% | $3,823-81.9% | $4,139-83.3% |
| Admin fee / account holder | $17 | $5,723-99.7% | $6,704-99.7% | $7,234-99.8% |