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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 | $17,600 | $55,902-68.5% | $76,030-76.9% | $80,959-78.3% |
| Participation rate | 48.1% | 62.1%-13.9pp | 69.1%-20.9pp | 67.7%-19.5pp |
| Annual return | 13.52% | 20.59%-7.1pp | 361.54%-348.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $491 | $1,867-73.7% | $2,688-81.7% | $2,757-82.2% |
| Participant deferral / active EE | $981 | $3,051-67.8% | $4,257-77.0% | $4,300-77.2% |
| Admin fee / account holder | $72 | $5,239-98.6% | $6,421-98.9% | $6,925-99.0% |