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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 | $17,486 | $47,944-63.5% | $67,834-74.2% | $62,881-72.2% |
| Participation rate | 24.1% | 61.1%-36.9pp | 68.8%-44.7pp | 69.3%-45.2pp |
| Annual return | 5.46% | 11.77%-6.3pp | 138.47%-133.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $464 | $1,562-70.3% | $2,403-80.7% | $2,281-79.7% |
| Participant deferral / active EE | $618 | $2,247-72.5% | $3,160-80.4% | $3,203-80.7% |
| Admin fee / account holder | $11 | $3,712-99.7% | $4,622-99.8% | $4,296-99.8% |