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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 | $38,033 | $86,288-55.9% | $111,306-65.8% | $85,851-55.7% |
| Participation rate | 36.4% | 73.3%-37.0pp | 77.3%-41.0pp | 69.3%-33.0pp |
| Annual return | 16.99% | 19.99%-3.0pp | 54.67%-37.7pp | 318.63%-301.6pp |
| Employer contribution / active EE | $643 | $2,044-68.5% | $2,732-76.5% | $2,565-74.9% |
| Participant deferral / active EE | $1,467 | $3,641-59.7% | $4,488-67.3% | $3,952-62.9% |
| Admin fee / account holder | $7 | $8,189-99.9% | $7,966-99.9% | $6,261-99.9% |