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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 | $10,818 | $45,312-76.1% | $86,233-87.5% | $67,986-84.1% |
| Participation rate | 11.9% | 42.4%-30.5pp | 69.0%-57.1pp | 57.2%-45.3pp |
| Annual return | 24.93% | 24.79%+0.1pp | 61.39%-36.5pp | 31.67%-6.7pp |
| Employer contribution / active EE | $169 | $1,160-85.4% | $2,504-93.2% | $2,019-91.6% |
| Participant deferral / active EE | $340 | $2,185-84.4% | $4,559-92.5% | $3,358-89.9% |
| Admin fee / account holder | $51 | $3,295-98.5% | $8,342-99.4% | $3,203-98.4% |