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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 | $31,708 | $64,324-50.7% | $118,914-73.3% | $79,856-60.3% |
| Participation rate | 34.0% | 64.9%-30.9pp | 75.4%-41.4pp | 69.6%-35.7pp |
| Annual return | 16.29% | 86.45%-70.2pp | 35.89%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $490 | $1,836-73.3% | $3,264-85.0% | $2,471-80.2% |
| Participant deferral / active EE | $888 | $2,824-68.6% | $4,266-79.2% | $3,741-76.3% |
| Admin fee / account holder | $171 | $4,040-95.8% | $6,582-97.4% | $5,306-96.8% |