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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 | $11,853 | $81,331-85.4% | $155,534-92.4% | $80,935-85.4% |
| Participation rate | 24.0% | 66.3%-42.3pp | 78.2%-54.2pp | 67.7%-43.7pp |
| Annual return | 11.87% | 33.37%-21.5pp | 64.92%-53.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $567 | $3,105-81.8% | $4,675-87.9% | $2,757-79.4% |
| Participant deferral / active EE | $725 | $3,454-79.0% | $5,630-87.1% | $4,299-83.1% |
| Admin fee / account holder | $86 | $7,999-98.9% | $15,900-99.5% | $6,924-98.8% |