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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 | $13,792 | $58,627-76.5% | $76,735-82.0% | $82,448-83.3% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 20.65% | 39.10%-18.4pp | 29.77%-9.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $491 | $1,729-71.6% | $2,454-80.0% | $2,551-80.7% |
| Participant deferral / active EE | $808 | $3,134-74.2% | $4,088-80.2% | $4,139-80.5% |
| Admin fee / account holder | $53 | $5,323-99.0% | $7,189-99.3% | $7,234-99.3% |