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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 | $15,673 | $78,690-80.1% | $161,489-90.3% | $87,485-82.1% |
| Participation rate | 44.1% | 67.5%-23.3pp | 78.7%-34.6pp | 68.9%-24.8pp |
| Annual return | 15.82% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $371 | $2,588-85.7% | $4,268-91.3% | $2,596-85.7% |
| Participant deferral / active EE | $880 | $3,311-73.4% | $5,630-84.4% | $4,274-79.4% |
| Admin fee / account holder | $79 | $6,724-98.8% | $16,006-99.5% | $7,775-99.0% |