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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 | $26,810 | $97,125-72.4% | $86,233-68.9% | $137,256-80.5% |
| Participation rate | 31.3% | 74.2%-42.9pp | 69.0%-37.8pp | 80.0%-48.7pp |
| Annual return | 16.19% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $365 | $2,841-87.2% | $2,504-85.4% | $4,156-91.2% |
| Participant deferral / active EE | $549 | $5,180-89.4% | $4,559-88.0% | $6,407-91.4% |
| Admin fee / account holder | $174 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |