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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 | $56,445 | $103,393-45.4% | $87,103-35.2% | $152,909-63.1% |
| Participation rate | 18.2% | 79.4%-61.2pp | 76.9%-58.7pp | 82.5%-64.3pp |
| Annual return | 17.42% | 28.10%-10.7pp | 28.19%-10.8pp | 345.46%-328.0pp |
| Employer contribution / active EE | $670 | $3,221-79.2% | $2,521-73.4% | $4,764-85.9% |
| Participant deferral / active EE | $696 | $4,778-85.4% | $4,049-82.8% | $5,851-88.1% |
| Admin fee / account holder | $210 | $12,195-98.3% | $7,491-97.2% | $11,601-98.2% |