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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 | $14,664 | $81,276-82.0% | $155,574-90.6% | $80,925-81.9% |
| Participation rate | 27.8% | 66.2%-38.5pp | 78.2%-50.4pp | 67.7%-39.9pp |
| Annual return | 12.99% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $540 | $3,103-82.6% | $4,676-88.5% | $2,756-80.4% |
| Participant deferral / active EE | $608 | $3,453-82.4% | $5,629-89.2% | $4,299-85.9% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |