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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 | $29,736 | $127,298-76.6% | $109,916-72.9% | $167,553-82.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 14.87% | 22.97%-8.1pp | 29.46%-14.6pp | 478.89%-464.0pp |
| Employer contribution / active EE | $402 | $3,325-87.9% | $2,844-85.9% | $4,840-91.7% |
| Participant deferral / active EE | $701 | $4,513-84.5% | $4,047-82.7% | $6,343-89.0% |
| Admin fee / account holder | $282 | $7,119-96.0% | $6,069-95.3% | $12,316-97.7% |