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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 | $31,152 | $83,337-62.6% | $67,834-54.1% | $273,972-88.6% |
| Participation rate | 40.0% | 76.4%-36.4pp | 68.8%-28.8pp | 83.0%-43.0pp |
| Annual return | 7.71% | 259.45%-251.7pp | 138.47%-130.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,134 | $3,287-65.5% | $2,403-52.8% | $4,869-76.7% |
| Participant deferral / active EE | $317 | $4,088-92.2% | $3,160-90.0% | $5,287-94.0% |
| Admin fee / account holder | $50 | $6,752-99.3% | $4,622-98.9% | $10,133-99.5% |