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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 | $102,245-85.0% | $89,340-82.8% | $137,256-88.8% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 19.37% | 21.89%-2.5pp | 20.57%-1.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $505 | $2,529-80.0% | $2,231-77.4% | $4,156-87.9% |
| Participant deferral / active EE | $677 | $4,436-84.8% | $3,823-82.3% | $6,407-89.4% |
| Admin fee / account holder | $57 | $8,085-99.3% | $6,704-99.2% | $12,270-99.5% |