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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 | $64,669 | $67,411-4.1% | $91,004-28.9% | $70,126-7.8% |
| Participation rate | 10.4% | 71.4%-61.0pp | 75.6%-65.2pp | 69.5%-59.2pp |
| Annual return | 14.53% | -40.16%+54.7pp | 4.60%+9.9pp | 73.15%-58.6pp |
| Employer contribution / active EE | $495 | $1,786-72.3% | $2,456-79.8% | $2,343-78.9% |
| Participant deferral / active EE | $857 | $2,823-69.7% | $3,548-75.9% | $3,332-74.3% |
| Admin fee / account holder | $156 | $4,236-96.3% | $5,417-97.1% | $4,645-96.6% |