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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 | $20,045 | $76,407-73.8% | $150,298-86.7% | $82,448-75.7% |
| Participation rate | 27.3% | 66.4%-39.1pp | 77.8%-50.5pp | 68.1%-40.8pp |
| Annual return | 13.74% | 39.99%-26.3pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $490 | $2,614-81.3% | $4,154-88.2% | $2,551-80.8% |
| Participant deferral / active EE | $602 | $3,214-81.3% | $5,453-89.0% | $4,139-85.5% |
| Admin fee / account holder | $289 | $6,352-95.5% | $14,116-98.0% | $7,234-96.0% |