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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 | $25,690 | $57,061-55.0% | $85,063-69.8% | $80,911-68.2% |
| Participation rate | 9.3% | 56.3%-47.1pp | 67.5%-58.2pp | 67.6%-58.4pp |
| Annual return | 17.57% | 21.66%-4.1pp | 66.54%-49.0pp | 35.63%-18.1pp |
| Employer contribution / active EE | $400 | $1,799-77.8% | $2,727-85.4% | $2,756-85.5% |
| Participant deferral / active EE | $732 | $3,110-76.5% | $4,523-83.8% | $4,297-83.0% |
| Admin fee / account holder | $92 | $4,986-98.2% | $6,155-98.5% | $6,935-98.7% |