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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 | $94,282 | $62,672+50.4% | $185,117-49.1% | $70,131+34.4% |
| Participation rate | 24.0% | 63.8%-39.8pp | 77.3%-53.3pp | 69.5%-45.5pp |
| Annual return | 18.95% | 40.79%-21.8pp | 40.50%-21.5pp | 73.14%-54.2pp |
| Employer contribution / active EE | $527 | $1,753-69.9% | $4,182-87.4% | $2,342-77.5% |
| Participant deferral / active EE | $919 | $3,272-71.9% | $5,045-81.8% | $3,332-72.4% |
| Admin fee / account holder | $4 | $3,932-99.9% | $8,159-100.0% | $4,645-99.9% |