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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 | $34,213 | $124,336-72.5% | $111,303-69.3% | $167,518-79.6% |
| Participation rate | 41.7% | 79.6%-38.0pp | 77.3%-35.6pp | 82.1%-40.4pp |
| Annual return | 17.27% | 37.45%-20.2pp | 54.66%-37.4pp | 478.71%-461.4pp |
| Employer contribution / active EE | $767 | $3,436-77.7% | $2,731-71.9% | $4,838-84.2% |
| Participant deferral / active EE | $1,086 | $5,181-79.0% | $4,487-75.8% | $6,342-82.9% |
| Admin fee / account holder | $20 | $10,623-99.8% | $7,966-99.7% | $12,312-99.8% |