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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 | $38,075 | $89,364-57.4% | $141,177-73.0% | $72,983-47.8% |
| Participation rate | 15.4% | 75.1%-59.7pp | 82.5%-67.1pp | 69.5%-54.1pp |
| Annual return | 22.53% | 111.86%-89.3pp | 71.40%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,040 | $3,115-66.6% | $4,736-78.0% | $2,440-57.4% |
| Participant deferral / active EE | $2,010 | $5,419-62.9% | $6,710-70.0% | $3,608-44.3% |
| Admin fee / account holder | $80 | $5,959-98.7% | $10,263-99.2% | $5,124-98.4% |