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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 | $17,552 | $70,684-75.2% | $169,390-89.6% | $75,173-76.7% |
| Participation rate | 60.0% | 64.8%-4.8pp | 77.2%-17.2pp | 67.2%-7.2pp |
| Annual return | 16.15% | 36.38%-20.2pp | 406.07%-389.9pp | 160.72%-144.6pp |
| Employer contribution / active EE | $554 | $2,211-74.9% | $4,013-86.2% | $2,671-79.2% |
| Participant deferral / active EE | $1,164 | $4,310-73.0% | $6,222-81.3% | $4,126-71.8% |
| Admin fee / account holder | $118 | $5,404-97.8% | $9,015-98.7% | $5,651-97.9% |