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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 | $19,030 | $56,054-66.1% | $171,082-88.9% | $62,881-69.7% |
| Participation rate | 19.6% | 62.9%-43.3pp | 76.7%-57.1pp | 69.3%-49.7pp |
| Annual return | 9.23% | 22.52%-13.3pp | 32.56%-23.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $298 | $1,731-82.8% | $4,002-92.6% | $2,281-86.9% |
| Participant deferral / active EE | $902 | $3,158-71.4% | $4,797-81.2% | $3,203-71.8% |
| Admin fee / account holder | $214 | $3,647-94.1% | $8,520-97.5% | $4,296-95.0% |