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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 | $30,674 | $116,167-73.6% | $64,489-52.4% | $137,256-77.7% |
| Participation rate | 33.3% | 68.2%-34.9pp | 67.7%-34.4pp | 80.0%-46.6pp |
| Annual return | 12.64% | 36.55%-23.9pp | 55.03%-42.4pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,000 | $2,483+101.4% | $1,523+228.3% | $4,156+20.3% |
| Participant deferral / active EE | $333 | $4,215-92.1% | $2,778-88.0% | $6,407-94.8% |
| Admin fee / account holder | $148 | $6,188-97.6% | $4,260-96.5% | $12,270-98.8% |