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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 | $13,828 | $57,590-76.0% | $86,233-84.0% | $82,448-83.2% |
| Participation rate | 20.6% | 57.9%-37.3pp | 69.0%-48.4pp | 68.1%-47.5pp |
| Annual return | 27.42% | 22.41%+5.0pp | 61.39%-34.0pp | 41.64%-14.2pp |
| Employer contribution / active EE | $405 | $1,655-75.6% | $2,504-83.8% | $2,551-84.1% |
| Participant deferral / active EE | $668 | $3,080-78.3% | $4,559-85.3% | $4,139-83.9% |
| Admin fee / account holder | $76 | $4,730-98.4% | $8,342-99.1% | $7,234-99.0% |