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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 | $21,757 | $81,331-73.2% | $155,534-86.0% | $80,935-73.1% |
| Participation rate | 12.1% | 66.3%-54.1pp | 78.2%-66.1pp | 67.7%-55.5pp |
| Annual return | 11.64% | 33.37%-21.7pp | 64.92%-53.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $388 | $3,105-87.5% | $4,675-91.7% | $2,757-85.9% |
| Participant deferral / active EE | $657 | $3,454-81.0% | $5,630-88.3% | $4,299-84.7% |
| Admin fee / account holder | $106 | $7,999-98.7% | $15,900-99.3% | $6,924-98.5% |