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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 | $78,690-69.0% | $161,489-84.9% | $87,485-72.1% |
| Participation rate | 28.2% | 67.5%-39.3pp | 78.7%-50.5pp | 68.9%-40.7pp |
| Annual return | 18.28% | 32.74%-14.5pp | 89.72%-71.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $366 | $2,588-85.9% | $4,268-91.4% | $2,596-85.9% |
| Participant deferral / active EE | $549 | $3,311-83.4% | $5,630-90.2% | $4,274-87.1% |
| Admin fee / account holder | $253 | $6,724-96.2% | $16,006-98.4% | $7,775-96.7% |