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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 | $18,462 | $58,523-68.5% | $99,479-81.4% | $72,976-74.7% |
| Participation rate | 14.7% | 64.6%-49.9pp | 73.8%-59.1pp | 69.5%-54.8pp |
| Annual return | 24.15% | 28.51%-4.4pp | 30.72%-6.6pp | 81.02%-56.9pp |
| Employer contribution / active EE | $275 | $1,512-81.8% | $2,540-89.2% | $2,440-88.7% |
| Participant deferral / active EE | $337 | $2,606-87.1% | $3,619-90.7% | $3,608-90.7% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,253-100.0% | $5,124-100.0% |