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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 | $40,450 | $61,125-33.8% | $94,057-57.0% | $87,485-53.8% |
| Participation rate | 32.3% | 64.1%-31.8pp | 73.3%-41.1pp | 68.9%-36.7pp |
| Annual return | 18.63% | 35.20%-16.6pp | 480.62%-462.0pp | 26.06%-7.4pp |
| Employer contribution / active EE | $598 | $2,136-72.0% | $2,933-79.6% | $2,596-77.0% |
| Participant deferral / active EE | $744 | $3,260-77.2% | $4,709-84.2% | $4,274-82.6% |
| Admin fee / account holder | $5 | $5,629-99.9% | $7,244-99.9% | $7,775-99.9% |