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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 | $35,019 | $86,940-59.7% | $102,434-65.8% | $80,935-56.7% |
| Participation rate | 22.6% | 72.4%-49.8pp | 76.5%-53.9pp | 67.7%-45.1pp |
| Annual return | 72.48% | 18.89%+53.6pp | 29.46%+43.0pp | 35.66%+36.8pp |
| Employer contribution / active EE | $915 | $2,370-61.4% | $3,023-69.7% | $2,757-66.8% |
| Participant deferral / active EE | $1,794 | $4,121-56.5% | $5,055-64.5% | $4,299-58.3% |
| Admin fee / account holder | $122 | $8,047-98.5% | $9,462-98.7% | $6,924-98.2% |