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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 | $12,231 | $61,815-80.2% | $97,295-87.4% | $80,959-84.9% |
| Participation rate | 26.2% | 63.5%-37.3pp | 72.7%-46.5pp | 67.7%-41.5pp |
| Annual return | 13.94% | -558.73%+572.7pp | 75.62%-61.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $470 | $1,836-74.4% | $2,723-82.8% | $2,757-83.0% |
| Participant deferral / active EE | $844 | $3,027-72.1% | $4,264-80.2% | $4,300-80.4% |
| Admin fee / account holder | $95 | $5,166-98.2% | $5,646-98.3% | $6,925-98.6% |