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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 | $10,715 | $35,183-69.5% | $73,550-85.4% | $70,126-84.7% |
| Participation rate | 13.6% | 42.9%-29.4pp | 54.9%-41.3pp | 69.5%-56.0pp |
| Annual return | 13.52% | 26.90%-13.4pp | -15.16%+28.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $156 | $709-78.0% | $1,219-87.2% | $2,343-93.3% |
| Participant deferral / active EE | $237 | $1,220-80.6% | $1,804-86.9% | $3,332-92.9% |
| Admin fee / account holder | $106 | $2,302-95.4% | $2,320-95.4% | $4,645-97.7% |