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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 | $10,068 | $57,590-82.5% | $86,233-88.3% | $82,448-87.8% |
| Participation rate | 26.3% | 57.9%-31.5pp | 69.0%-42.7pp | 68.1%-41.8pp |
| Annual return | 17.16% | 22.41%-5.3pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $360 | $1,655-78.2% | $2,504-85.6% | $2,551-85.9% |
| Participant deferral / active EE | $587 | $3,080-80.9% | $4,559-87.1% | $4,139-85.8% |
| Admin fee / account holder | $149 | $4,730-96.9% | $8,342-98.2% | $7,234-97.9% |