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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 | $17,199 | $47,848-64.1% | $81,473-78.9% | $70,126-75.5% |
| Participation rate | 6.3% | 58.3%-51.9pp | 68.0%-61.6pp | 69.5%-63.2pp |
| Annual return | 25.96% | 27.25%-1.3pp | 38.78%-12.8pp | 73.15%-47.2pp |
| Employer contribution / active EE | $320 | $1,527-79.0% | $2,568-87.5% | $2,343-86.3% |
| Participant deferral / active EE | $517 | $2,453-78.9% | $3,537-85.4% | $3,332-84.5% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |