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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 | $38,072 | $97,125-60.8% | $86,233-55.8% | $137,256-72.3% |
| Participation rate | 41.2% | 74.2%-33.0pp | 69.0%-27.8pp | 80.0%-38.8pp |
| Annual return | 18.85% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $486 | $2,841-82.9% | $2,504-80.6% | $4,156-88.3% |
| Participant deferral / active EE | $672 | $5,180-87.0% | $4,559-85.3% | $6,407-89.5% |
| Admin fee / account holder | $226 | $9,725-97.7% | $8,342-97.3% | $12,270-98.2% |