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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 | $8,416 | $75,541-88.9% | $152,093-94.5% | $82,637-89.8% |
| Participation rate | 31.7% | 66.5%-34.8pp | 77.8%-46.1pp | 68.1%-36.3pp |
| Annual return | 19.99% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $339 | $2,622-87.1% | $4,175-91.9% | $2,552-86.7% |
| Participant deferral / active EE | $392 | $3,206-87.8% | $5,451-92.8% | $4,126-90.5% |
| Admin fee / account holder | $298 | $6,405-95.4% | $14,497-97.9% | $7,339-95.9% |