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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 | $63,586 | $98,760-35.6% | $149,715-57.5% | $79,858-20.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 18.35% | 27.43%-9.1pp | 276.66%-258.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $949 | $3,217-70.5% | $4,645-79.6% | $2,471-61.6% |
| Participant deferral / active EE | $2,337 | $5,681-58.9% | $6,842-65.8% | $3,740-37.5% |
| Admin fee / account holder | $261 | $6,053-95.7% | $9,310-97.2% | $5,306-95.1% |