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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 | $21,212 | $101,618-79.1% | $93,063-77.2% | $137,256-84.5% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 11.23% | 223.95%-212.7pp | 34.15%-22.9pp | 220.34%-209.1pp |
| Employer contribution / active EE | $886 | $2,707-67.3% | $2,476-64.2% | $4,156-78.7% |
| Participant deferral / active EE | $475 | $4,279-88.9% | $3,958-88.0% | $6,407-92.6% |
| Admin fee / account holder | $205 | $6,198-96.7% | $6,033-96.6% | $12,270-98.3% |