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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 | $6,811 | $87,166-92.2% | $76,735-91.1% | $137,256-95.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 24.79% | 26.50%-1.7pp | 29.77%-5.0pp | 220.34%-195.5pp |
| Employer contribution / active EE | $645 | $2,904-77.8% | $2,454-73.7% | $4,156-84.5% |
| Participant deferral / active EE | $645 | $4,726-86.4% | $4,088-84.2% | $6,407-89.9% |
| Admin fee / account holder | $300 | $8,403-96.4% | $7,189-95.8% | $12,270-97.6% |