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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 | $18,359 | $108,882-83.1% | $96,754-81.0% | $154,746-88.1% |
| Participation rate | 38.5% | 75.1%-36.6pp | 70.3%-31.8pp | 80.7%-42.2pp |
| Annual return | 19.11% | 98.39%-79.3pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $783 | $3,018-74.1% | $2,679-70.8% | $4,379-82.1% |
| Participant deferral / active EE | $898 | $5,323-83.1% | $4,758-81.1% | $6,730-86.7% |
| Admin fee / account holder | $16 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |