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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 | $75,541-86.7% | $152,093-93.4% | $82,637-87.8% |
| Participation rate | 41.5% | 66.5%-25.1pp | 77.8%-36.3pp | 68.1%-26.6pp |
| Annual return | 18.97% | 32.56%-13.6pp | 66.36%-47.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $370 | $2,622-85.9% | $4,175-91.1% | $2,552-85.5% |
| Participant deferral / active EE | $692 | $3,206-78.4% | $5,451-87.3% | $4,126-83.2% |
| Admin fee / account holder | $20 | $6,405-99.7% | $14,497-99.9% | $7,339-99.7% |