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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 | $17,395 | $77,638-77.6% | $156,551-88.9% | $62,881-72.3% |
| Participation rate | 45.9% | 71.2%-25.3pp | 84.0%-38.1pp | 69.3%-23.4pp |
| Annual return | 7.96% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $535 | $3,444-84.5% | $5,501-90.3% | $2,281-76.5% |
| Participant deferral / active EE | $795 | $3,046-73.9% | $4,871-83.7% | $3,203-75.2% |
| Admin fee / account holder | $157 | $5,561-97.2% | $13,028-98.8% | $4,296-96.3% |