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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 | $55,797 | $124,980-55.4% | $108,359-48.5% | $154,746-63.9% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 19.55% | 45.00%-25.4pp | 36.89%-17.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $578 | $2,851-79.7% | $2,399-75.9% | $4,379-86.8% |
| Participant deferral / active EE | $894 | $4,743-81.1% | $4,137-78.4% | $6,730-86.7% |
| Admin fee / account holder | $15 | $11,502-99.9% | $9,741-99.8% | $14,365-99.9% |