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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 | $30,826 | $65,034-52.6% | $90,970-66.1% | $79,856-61.4% |
| Participation rate | 15.8% | 61.6%-45.8pp | 69.0%-53.2pp | 69.6%-53.9pp |
| Annual return | 29.17% | 30.45%-1.3pp | 134.60%-105.4pp | 31.71%-2.5pp |
| Employer contribution / active EE | $289 | $1,247-76.8% | $2,122-86.4% | $2,471-88.3% |
| Participant deferral / active EE | $316 | $2,512-87.4% | $3,373-90.6% | $3,741-91.5% |
| Admin fee / account holder | $31 | $4,536-99.3% | $5,961-99.5% | $5,306-99.4% |