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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 | $35,008 | $51,638-32.2% | $68,368-48.8% | $82,448-57.5% |
| Participation rate | 19.4% | 63.6%-44.3pp | 73.8%-54.4pp | 68.1%-48.7pp |
| Annual return | 13.50% | 37.53%-24.0pp | 292.57%-279.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $392 | $2,047-80.9% | $2,649-85.2% | $2,551-84.6% |
| Participant deferral / active EE | $478 | $2,914-83.6% | $4,123-88.4% | $4,139-88.4% |
| Admin fee / account holder | $77 | $4,643-98.3% | $5,150-98.5% | $7,234-98.9% |