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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 | $15,368 | $106,974-85.6% | $90,796-83.1% | $138,895-88.9% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.5%-29.5pp | 79.9%-39.9pp |
| Annual return | 19.37% | 20.10%-0.7pp | 19.29%+0.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $505 | $2,609-80.6% | $2,294-78.0% | $4,194-88.0% |
| Participant deferral / active EE | $677 | $4,455-84.8% | $3,822-82.3% | $6,396-89.4% |
| Admin fee / account holder | $57 | $8,626-99.3% | $7,024-99.2% | $12,562-99.5% |