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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 | $64,647 | $102,638-37.0% | $81,991-21.2% | $158,966-59.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 28.37% | 61.05%-32.7pp | 41.31%-12.9pp | 302.95%-274.6pp |
| Employer contribution / active EE | $628 | $3,241-80.6% | $2,498-74.9% | $4,762-86.8% |
| Participant deferral / active EE | $897 | $4,649-80.7% | $3,722-75.9% | $5,983-85.0% |
| Admin fee / account holder | $108 | $8,237-98.7% | $5,665-98.1% | $11,250-99.0% |