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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 | $20,827 | $81,331-74.4% | $155,534-86.6% | $80,935-74.3% |
| Participation rate | 32.8% | 66.3%-33.4pp | 78.2%-45.4pp | 67.7%-34.8pp |
| Annual return | 20.98% | 33.37%-12.4pp | 64.92%-43.9pp | 35.66%-14.7pp |
| Employer contribution / active EE | $388 | $3,105-87.5% | $4,675-91.7% | $2,757-85.9% |
| Participant deferral / active EE | $855 | $3,454-75.2% | $5,630-84.8% | $4,299-80.1% |
| Admin fee / account holder | $17 | $7,999-99.8% | $15,900-99.9% | $6,924-99.8% |