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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 | $13,248 | $110,410-88.0% | $102,437-87.1% | $145,897-90.9% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 16.45% | 24.85%-8.4pp | 24.95%-8.5pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,048 | $4,217-75.2% | $3,871-72.9% | $4,663-77.5% |
| Participant deferral / active EE | $1,050 | $5,622-81.3% | $5,060-79.2% | $6,689-84.3% |
| Admin fee / account holder | $46 | $9,745-99.5% | $8,388-99.5% | $13,390-99.7% |