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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 | $11,629 | $41,016-71.6% | $152,093-92.4% | $64,097-81.9% |
| Participation rate | 45.0% | 51.3%-6.3pp | 77.8%-32.8pp | 55.2%-10.2pp |
| Annual return | 15.04% | 39.60%-24.6pp | 66.36%-51.3pp | 34.64%-19.6pp |
| Employer contribution / active EE | $607 | $1,342-54.7% | $4,175-85.4% | $1,891-67.9% |
| Participant deferral / active EE | $380 | $1,927-80.3% | $5,451-93.0% | $3,080-87.7% |
| Admin fee / account holder | $204 | $2,305-91.1% | $14,497-98.6% | $3,454-94.1% |