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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 | $14,762 | $81,276-81.8% | $155,574-90.5% | $80,925-81.8% |
| Participation rate | 25.6% | 66.2%-40.6pp | 78.2%-52.6pp | 67.7%-42.0pp |
| Annual return | 17.19% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $670 | $3,103-78.4% | $4,676-85.7% | $2,756-75.7% |
| Participant deferral / active EE | $868 | $3,453-74.9% | $5,629-84.6% | $4,299-79.8% |
| Admin fee / account holder | $53 | $7,993-99.3% | $15,914-99.7% | $6,940-99.2% |