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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 | $17,225 | $78,690-78.1% | $161,489-89.3% | $87,485-80.3% |
| Participation rate | 19.4% | 67.5%-48.1pp | 78.7%-59.3pp | 68.9%-49.6pp |
| Annual return | 13.58% | 32.74%-19.2pp | 89.72%-76.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $887 | $2,588-65.7% | $4,268-79.2% | $2,596-65.8% |
| Participant deferral / active EE | $846 | $3,311-74.5% | $5,630-85.0% | $4,274-80.2% |
| Admin fee / account holder | $161 | $6,724-97.6% | $16,006-99.0% | $7,775-97.9% |