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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 | $40,520 | $48,570-16.6% | $130,660-69.0% | $72,975-44.5% |
| Participation rate | 36.4% | 58.6%-22.2pp | 71.7%-35.4pp | 69.5%-33.1pp |
| Annual return | 19.81% | 38.63%-18.8pp | 1709.29%-1689.5pp | 81.01%-61.2pp |
| Employer contribution / active EE | $594 | $1,334-55.5% | $4,092-85.5% | $2,440-75.7% |
| Participant deferral / active EE | $773 | $2,384-67.6% | $3,603-78.6% | $3,608-78.6% |
| Admin fee / account holder | $273 | $3,549-92.3% | $5,463-95.0% | $5,124-94.7% |