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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 | $15,854 | $81,358-80.5% | $155,556-89.8% | $80,959-80.4% |
| Participation rate | 35.5% | 66.3%-30.8pp | 78.2%-42.7pp | 67.7%-32.2pp |
| Annual return | 10.86% | 33.39%-22.5pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $452 | $3,106-85.5% | $4,675-90.3% | $2,757-83.6% |
| Participant deferral / active EE | $754 | $3,455-78.2% | $5,631-86.6% | $4,300-82.5% |
| Admin fee / account holder | $47 | $7,994-99.4% | $15,885-99.7% | $6,925-99.3% |