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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 | $17,792 | $81,276-78.1% | $155,574-88.6% | $80,925-78.0% |
| Participation rate | 21.1% | 66.2%-45.2pp | 78.2%-57.2pp | 67.7%-46.6pp |
| Annual return | 15.12% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $577 | $3,103-81.4% | $4,676-87.7% | $2,756-79.1% |
| Participant deferral / active EE | $493 | $3,453-85.7% | $5,629-91.2% | $4,299-88.5% |
| Admin fee / account holder | $24 | $7,993-99.7% | $15,914-99.8% | $6,940-99.6% |