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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 | $78,690-74.5% | $161,489-87.6% | $87,485-77.1% |
| Participation rate | 27.3% | 67.5%-40.2pp | 78.7%-51.4pp | 68.9%-41.7pp |
| Annual return | 13.74% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $490 | $2,588-81.1% | $4,268-88.5% | $2,596-81.1% |
| Participant deferral / active EE | $602 | $3,311-81.8% | $5,630-89.3% | $4,274-85.9% |
| Admin fee / account holder | $289 | $6,724-95.7% | $16,006-98.2% | $7,775-96.3% |