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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 | $43,343 | $91,179-52.5% | $178,499-75.7% | $79,852-45.7% |
| Participation rate | 26.7% | 69.2%-42.5pp | 81.9%-55.3pp | 69.6%-43.0pp |
| Annual return | 13.59% | 24.19%-10.6pp | 151.10%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $416 | $3,256-87.2% | $5,011-91.7% | $2,471-83.2% |
| Participant deferral / active EE | $811 | $3,236-74.9% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $98 | $6,749-98.5% | $13,986-99.3% | $5,306-98.2% |