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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 | $14,132 | $76,407-81.5% | $150,298-90.6% | $82,448-82.9% |
| Participation rate | 29.0% | 66.4%-37.4pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 15.03% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $350 | $2,614-86.6% | $4,154-91.6% | $2,551-86.3% |
| Participant deferral / active EE | $479 | $3,214-85.1% | $5,453-91.2% | $4,139-88.4% |
| Admin fee / account holder | $87 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |