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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 | $6,867 | $58,848-88.3% | $88,179-92.2% | $82,637-91.7% |
| Participation rate | 68.0% | 57.9%+10.1pp | 69.1%-1.1pp | 68.1%-0.1pp |
| Annual return | 17.33% | 22.76%-5.4pp | 64.97%-47.6pp | 53.51%-36.2pp |
| Employer contribution / active EE | $443 | $1,678-73.6% | $2,549-82.6% | $2,552-82.6% |
| Participant deferral / active EE | $779 | $3,124-75.0% | $4,614-83.1% | $4,126-81.1% |
| Admin fee / account holder | $117 | $4,795-97.6% | $7,673-98.5% | $7,339-98.4% |