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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 | $13,481 | $60,442-77.7% | $96,754-86.1% | $87,485-84.6% |
| Participation rate | 19.4% | 58.7%-39.3pp | 70.3%-50.8pp | 68.9%-49.5pp |
| Annual return | 23.12% | 21.97%+1.1pp | 82.04%-58.9pp | 26.06%-2.9pp |
| Employer contribution / active EE | $226 | $1,691-86.7% | $2,679-91.6% | $2,596-91.3% |
| Participant deferral / active EE | $527 | $3,280-83.9% | $4,758-88.9% | $4,274-87.7% |
| Admin fee / account holder | $67 | $5,069-98.7% | $8,905-99.2% | $7,775-99.1% |