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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 | $10,056 | $76,407-86.8% | $150,298-93.3% | $82,448-87.8% |
| Participation rate | 41.5% | 66.4%-24.9pp | 77.8%-36.3pp | 68.1%-26.6pp |
| Annual return | 18.97% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $370 | $2,614-85.8% | $4,154-91.1% | $2,551-85.5% |
| Participant deferral / active EE | $692 | $3,214-78.5% | $5,453-87.3% | $4,139-83.3% |
| Admin fee / account holder | $20 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |