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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 | $12,659 | $76,407-83.4% | $150,298-91.6% | $82,448-84.6% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 21.37% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $477 | $2,614-81.8% | $4,154-88.5% | $2,551-81.3% |
| Participant deferral / active EE | $734 | $3,214-77.2% | $5,453-86.5% | $4,139-82.3% |
| Admin fee / account holder | $290 | $6,352-95.4% | $14,116-97.9% | $7,234-96.0% |