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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 | $15,681 | $57,140-72.6% | $85,240-81.6% | $80,959-80.6% |
| Participation rate | 22.9% | 56.4%-33.6pp | 67.5%-44.7pp | 67.7%-44.8pp |
| Annual return | 12.93% | 21.71%-8.8pp | 66.75%-53.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $365 | $1,802-79.8% | $2,735-86.7% | $2,757-86.8% |
| Participant deferral / active EE | $755 | $3,115-75.8% | $4,527-83.3% | $4,300-82.5% |
| Admin fee / account holder | $75 | $4,992-98.5% | $6,165-98.8% | $6,925-98.9% |