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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 | $24,411 | $76,407-68.1% | $150,298-83.8% | $82,448-70.4% |
| Participation rate | 28.2% | 66.4%-38.2pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 18.28% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $366 | $2,614-86.0% | $4,154-91.2% | $2,551-85.6% |
| Participant deferral / active EE | $549 | $3,214-82.9% | $5,453-89.9% | $4,139-86.7% |
| Admin fee / account holder | $253 | $6,352-96.0% | $14,116-98.2% | $7,234-96.5% |