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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 | $23,139 | $70,418-67.1% | $96,570-76.0% | $85,847-73.0% |
| Participation rate | 36.4% | 61.8%-25.4pp | 69.8%-33.5pp | 69.3%-33.0pp |
| Annual return | 13.75% | 18.59%-4.8pp | 37.79%-24.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $441 | $1,413-68.8% | $2,357-81.3% | $2,565-82.8% |
| Participant deferral / active EE | $1,023 | $2,894-64.7% | $3,849-73.4% | $3,952-74.1% |
| Admin fee / account holder | $149 | $4,995-97.0% | $6,182-97.6% | $6,261-97.6% |