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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 | $28,074 | $41,377-32.2% | $109,313-74.3% | $62,881-55.4% |
| Participation rate | 14.7% | 57.5%-42.8pp | 71.3%-56.6pp | 69.3%-54.6pp |
| Annual return | 9.09% | 11.05%-2.0pp | 22.07%-13.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $275 | $1,276-78.5% | $3,892-92.9% | $2,281-88.0% |
| Participant deferral / active EE | $493 | $2,045-75.9% | $3,166-84.4% | $3,203-84.6% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |