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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 | $39,250 | $106,247-63.1% | $96,515-59.3% | $139,466-71.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.85% | 38.47%-24.6pp | 35.73%-21.9pp | 373.66%-359.8pp |
| Employer contribution / active EE | $921 | $4,106-77.6% | $3,740-75.4% | $4,754-80.6% |
| Participant deferral / active EE | $921 | $5,456-83.1% | $4,880-81.1% | $6,712-86.3% |
| Admin fee / account holder | $154 | $7,885-98.0% | $6,735-97.7% | $11,409-98.7% |