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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 | $28,884 | $52,279-44.8% | $89,414-67.7% | $79,852-63.8% |
| Participation rate | 37.7% | 57.5%-19.9pp | 68.0%-30.3pp | 69.6%-32.0pp |
| Annual return | 17.61% | 22.16%-4.6pp | 245.50%-227.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $356 | $1,572-77.4% | $2,586-86.2% | $2,471-85.6% |
| Participant deferral / active EE | $778 | $2,740-71.6% | $3,890-80.0% | $3,740-79.2% |
| Admin fee / account holder | $132 | $3,356-96.1% | $4,883-97.3% | $5,306-97.5% |