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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 | $26,273 | $91,179-71.2% | $178,499-85.3% | $79,852-67.1% |
| Participation rate | 46.0% | 69.2%-23.2pp | 81.9%-35.9pp | 69.6%-23.6pp |
| Annual return | 17.96% | 24.19%-6.2pp | 151.10%-133.1pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,084 | $3,256-66.7% | $5,011-78.4% | $2,471-56.1% |
| Participant deferral / active EE | $442 | $3,236-86.3% | $5,202-91.5% | $3,740-88.2% |
| Admin fee / account holder | $71 | $6,749-98.9% | $13,986-99.5% | $5,306-98.7% |