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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 | $19,586 | $81,358-75.9% | $155,556-87.4% | $80,959-75.8% |
| Participation rate | 42.3% | 66.3%-24.0pp | 78.2%-35.9pp | 67.7%-25.4pp |
| Annual return | 90.86% | 33.39%+57.5pp | 64.84%+26.0pp | 35.67%+55.2pp |
| Employer contribution / active EE | $444 | $3,106-85.7% | $4,675-90.5% | $2,757-83.9% |
| Participant deferral / active EE | $632 | $3,455-81.7% | $5,631-88.8% | $4,300-85.3% |
| Admin fee / account holder | $282 | $7,994-96.5% | $15,885-98.2% | $6,925-95.9% |