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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 | $16,667 | $51,207-67.5% | $70,565-76.4% | $71,529-76.7% |
| Participation rate | 33.3% | 59.4%-26.0pp | 68.4%-35.0pp | 67.9%-34.6pp |
| Annual return | 17.05% | 42.71%-25.7pp | 32.79%-15.7pp | 28.97%-11.9pp |
| Employer contribution / active EE | $410 | $1,795-77.2% | $2,976-86.2% | $2,590-84.2% |
| Participant deferral / active EE | $968 | $3,033-68.1% | $4,568-78.8% | $4,291-77.4% |
| Admin fee / account holder | $293 | $2,002-85.4% | $6,430-95.4% | $1,588-81.6% |