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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 | $24,685 | $48,011-48.6% | $63,803-61.3% | $82,637-70.1% |
| Participation rate | 60.5% | 66.6%-6.1pp | 72.7%-12.2pp | 68.1%-7.6pp |
| Annual return | 21.03% | 19.84%+1.2pp | 543.72%-522.7pp | 53.51%-32.5pp |
| Employer contribution / active EE | $776 | $1,904-59.2% | $2,532-69.4% | $2,552-69.6% |
| Participant deferral / active EE | $774 | $2,846-72.8% | $3,843-79.9% | $4,126-81.2% |
| Admin fee / account holder | $14 | $3,873-99.6% | $5,196-99.7% | $7,339-99.8% |