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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 | $19,893 | $117,904-83.1% | $102,457-80.6% | $145,978-86.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.72% | 31.80%-18.1pp | 29.41%-15.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,053 | $3,613-70.9% | $3,022-65.2% | $4,662-77.4% |
| Participant deferral / active EE | $1,688 | $5,733-70.6% | $5,054-66.6% | $6,690-74.8% |
| Admin fee / account holder | $15 | $13,329-99.9% | $9,451-99.8% | $13,400-99.9% |