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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 | $16,828 | $39,132-57.0% | $57,196-70.6% | $62,881-73.2% |
| Participation rate | 58.3% | 70.5%-12.1pp | 75.3%-17.0pp | 69.3%-11.0pp |
| Annual return | 7.35% | 9.24%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $510 | $1,874-72.8% | $2,683-81.0% | $2,281-77.6% |
| Participant deferral / active EE | $723 | $2,374-69.6% | $3,096-76.7% | $3,203-77.4% |
| Admin fee / account holder | $204 | $2,594-92.1% | $3,141-93.5% | $4,296-95.3% |