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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 | $71,264 | $90,486-21.2% | $78,676-9.4% | $273,972-74.0% |
| Participation rate | 35.7% | 76.5%-40.8pp | 73.6%-37.9pp | 83.0%-47.3pp |
| Annual return | 4.37% | 75.62%-71.3pp | 62.19%-57.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,198 | $3,175-62.3% | $2,850-58.0% | $4,869-75.4% |
| Participant deferral / active EE | $402 | $3,901-89.7% | $3,517-88.6% | $5,287-92.4% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,133-99.9% |