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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 | $37,710 | $90,509-58.3% | $78,693-52.1% | $273,968-86.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 7.69% | 75.61%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,641 | $3,175-48.3% | $2,850-42.4% | $4,869-66.3% |
| Participant deferral / active EE | $47 | $3,901-98.8% | $3,517-98.7% | $5,287-99.1% |
| Admin fee / account holder | $25 | $5,264-99.5% | $4,511-99.4% | $10,132-99.8% |