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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 | $15,604 | $63,703-75.5% | $93,063-83.2% | $82,448-81.1% |
| Participation rate | 29.4% | 63.8%-34.4pp | 72.1%-42.7pp | 68.1%-38.7pp |
| Annual return | 21.79% | -775.43%+797.2pp | 34.15%-12.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $546 | $1,729-68.4% | $2,476-77.9% | $2,551-78.6% |
| Participant deferral / active EE | $769 | $2,919-73.6% | $3,958-80.6% | $4,139-81.4% |
| Admin fee / account holder | $13 | $5,982-99.8% | $6,033-99.8% | $7,234-99.8% |